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 | $25,233 | $150,440-83.2% | $136,294-81.5% | $147,584-82.9% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 19.92% | 1049.08%-1029.2pp | 5155.94%-5136.0pp | 578.55%-558.6pp |
| Employer contribution / active EE | $3,109 | $5,256-40.9% | $4,695-33.8% | $4,876-36.3% |
| Participant deferral / active EE | $12,705 | $6,630+91.6% | $6,247+103.4% | $5,439+133.6% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |