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 | $60,358 | $150,440-59.9% | $136,294-55.7% | $147,584-59.1% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 27.27% | 1049.08%-1021.8pp | 5155.94%-5128.7pp | 578.55%-551.3pp |
| Employer contribution / active EE | $9,235 | $5,256+75.7% | $4,695+96.7% | $4,876+89.4% |
| Participant deferral / active EE | $6,532 | $6,630-1.5% | $6,247+4.6% | $5,439+20.1% |
| Admin fee / account holder | $99 | $10,905-99.1% | $9,243-98.9% | $10,885-99.1% |