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 | $50,006 | $150,440-66.8% | $136,294-63.3% | $147,584-66.1% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 14.49% | 1049.08%-1034.6pp | 5155.94%-5141.4pp | 578.55%-564.1pp |
| Employer contribution / active EE | $2,020 | $5,256-61.6% | $4,695-57.0% | $4,876-58.6% |
| Participant deferral / active EE | $2,845 | $6,630-57.1% | $6,247-54.5% | $5,439-47.7% |
| Admin fee / account holder | $210 | $10,905-98.1% | $9,243-97.7% | $10,885-98.1% |