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 | $52,758 | $150,440-64.9% | $136,294-61.3% | $147,584-64.3% |
| Participation rate | 93.8% | 84.4%+9.3pp | 81.9%+11.8pp | 82.8%+10.9pp |
| Annual return | 44.63% | 1049.08%-1004.5pp | 5155.94%-5111.3pp | 578.55%-533.9pp |
| Employer contribution / active EE | $3,087 | $5,256-41.3% | $4,695-34.3% | $4,876-36.7% |
| Participant deferral / active EE | $4,021 | $6,630-39.4% | $6,247-35.6% | $5,439-26.1% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |