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 | $82,519 | $150,440-45.1% | $136,294-39.5% | $147,584-44.1% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 15.67% | 1049.08%-1033.4pp | 5155.94%-5140.3pp | 578.55%-562.9pp |
| Employer contribution / active EE | $2,130 | $5,256-59.5% | $4,695-54.6% | $4,876-56.3% |
| Participant deferral / active EE | $2,535 | $6,630-61.8% | $6,247-59.4% | $5,439-53.4% |
| Admin fee / account holder | -$93 | $10,905-100.9% | $9,243-101.0% | $10,885-100.9% |