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 | $89,352 | $150,440-40.6% | $136,294-34.4% | $147,584-39.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 28.55% | 1049.08%-1020.5pp | 5155.94%-5127.4pp | 578.55%-550.0pp |
| Employer contribution / active EE | $4,215 | $5,256-19.8% | $4,695-10.2% | $4,876-13.6% |
| Participant deferral / active EE | $2,791 | $6,630-57.9% | $6,247-55.3% | $5,439-48.7% |
| Admin fee / account holder | $232 | $10,905-97.9% | $9,243-97.5% | $10,885-97.9% |