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 | $83,629 | $150,440-44.4% | $136,294-38.6% | $147,584-43.3% |
| Participation rate | 86.7% | 84.4%+2.2pp | 81.9%+4.7pp | 82.8%+3.8pp |
| Annual return | 20.99% | 1049.08%-1028.1pp | 5155.94%-5134.9pp | 578.55%-557.6pp |
| Employer contribution / active EE | $2,700 | $5,256-48.6% | $4,695-42.5% | $4,876-44.6% |
| Participant deferral / active EE | $4,535 | $6,630-31.6% | $6,247-27.4% | $5,439-16.6% |
| Admin fee / account holder | -$74 | $10,905-100.7% | $9,243-100.8% | $10,885-100.7% |