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 | $130,552 | $226,064-42.2% | $182,532-28.5% | $152,861-14.6% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.0%-3.0pp | 82.4%-7.4pp |
| Annual return | 14.16% | 192.51%-178.3pp | 148.54%-134.4pp | 345.32%-331.2pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $11,496 | $6,368+80.5% | $5,524+108.1% | $5,850+96.5% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |