See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,895 | $150,440+15.6% | $136,294+27.6% | $147,584+17.8% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 12.64% | 1049.08%-1036.4pp | 5155.94%-5143.3pp | 578.55%-565.9pp |
| Employer contribution / active EE | $2,901 | $5,256-44.8% | $4,695-38.2% | $4,876-40.5% |
| Participant deferral / active EE | $11,180 | $6,630+68.6% | $6,247+79.0% | $5,439+105.6% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |