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 | $67,163 | $150,440-55.4% | $136,294-50.7% | $147,584-54.5% |
| Participation rate | 73.7% | 84.4%-10.7pp | 81.9%-8.2pp | 82.8%-9.1pp |
| Annual return | 14.17% | 1049.08%-1034.9pp | 5155.94%-5141.8pp | 578.55%-564.4pp |
| Employer contribution / active EE | $2,898 | $5,256-44.9% | $4,695-38.3% | $4,876-40.6% |
| Participant deferral / active EE | $4,997 | $6,630-24.6% | $6,247-20.0% | $5,439-8.1% |
| Admin fee / account holder | $290 | $10,905-97.3% | $9,243-96.9% | $10,885-97.3% |