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 | $170,217 | $150,440+13.1% | $136,294+24.9% | $147,584+15.3% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 10.94% | 1049.08%-1038.1pp | 5155.94%-5145.0pp | 578.55%-567.6pp |
| Employer contribution / active EE | $2,424 | $5,256-53.9% | $4,695-48.4% | $4,876-50.3% |
| Participant deferral / active EE | $10,682 | $6,630+61.1% | $6,247+71.0% | $5,439+96.4% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |