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 | $85,867 | $150,440-42.9% | $136,294-37.0% | $147,584-41.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.63% | 1049.08%-1031.5pp | 5155.94%-5138.3pp | 578.55%-560.9pp |
| Employer contribution / active EE | $3,117 | $5,256-40.7% | $4,695-33.6% | $4,876-36.1% |
| Participant deferral / active EE | $5,899 | $6,630-11.0% | $6,247-5.6% | $5,439+8.5% |
| Admin fee / account holder | $66 | $10,905-99.4% | $9,243-99.3% | $10,885-99.4% |