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 | $78,095 | $150,440-48.1% | $136,294-42.7% | $147,584-47.1% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 19.99% | 1049.08%-1029.1pp | 5155.94%-5135.9pp | 578.55%-558.6pp |
| Employer contribution / active EE | $1,258 | $5,256-76.1% | $4,695-73.2% | $4,876-74.2% |
| Participant deferral / active EE | $3,765 | $6,630-43.2% | $6,247-39.7% | $5,439-30.8% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |