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 | $74,565 | $150,440-50.4% | $136,294-45.3% | $147,584-49.5% |
| Participation rate | 70.0% | 84.4%-14.4pp | 81.9%-11.9pp | 82.8%-12.8pp |
| Annual return | 20.72% | 1049.08%-1028.4pp | 5155.94%-5135.2pp | 578.55%-557.8pp |
| Employer contribution / active EE | $3,182 | $5,256-39.5% | $4,695-32.2% | $4,876-34.7% |
| Participant deferral / active EE | $7,618 | $6,630+14.9% | $6,247+21.9% | $5,439+40.1% |
| Admin fee / account holder | -$14 | $10,905-100.1% | $9,243-100.2% | $10,885-100.1% |