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 | $67,885 | $150,440-54.9% | $136,294-50.2% | $147,584-54.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 38.22% | 1049.08%-1010.9pp | 5155.94%-5117.7pp | 578.55%-540.3pp |
| Employer contribution / active EE | $4,697 | $5,256-10.6% | $4,6950% | $4,876-3.7% |
| Participant deferral / active EE | $13,060 | $6,630+97.0% | $6,247+109.1% | $5,439+140.1% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |