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 | $224,712 | $150,440+49.4% | $136,294+64.9% | $147,584+52.3% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 18.50% | 1049.08%-1030.6pp | 5155.94%-5137.4pp | 578.55%-560.0pp |
| Employer contribution / active EE | $2,340 | $5,256-55.5% | $4,695-50.2% | $4,876-52.0% |
| Participant deferral / active EE | $10,684 | $6,630+61.1% | $6,247+71.0% | $5,439+96.4% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |