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 | $89,311 | $150,440-40.6% | $136,294-34.5% | $147,584-39.5% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 20.60% | 1049.08%-1028.5pp | 5155.94%-5135.3pp | 578.55%-558.0pp |
| Employer contribution / active EE | $2,482 | $5,256-52.8% | $4,695-47.1% | $4,876-49.1% |
| Participant deferral / active EE | $7,189 | $6,630+8.4% | $6,247+15.1% | $5,439+32.2% |
| Admin fee / account holder | $234 | $10,905-97.9% | $9,243-97.5% | $10,885-97.9% |