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 | $108,898 | $150,440-27.6% | $136,294-20.1% | $147,584-26.2% |
| Participation rate | 73.3% | 84.4%-11.1pp | 81.9%-8.6pp | 82.8%-9.5pp |
| Annual return | 71.45% | 1049.08%-977.6pp | 5155.94%-5084.5pp | 578.55%-507.1pp |
| Employer contribution / active EE | $3,026 | $5,256-42.4% | $4,695-35.5% | $4,876-37.9% |
| Participant deferral / active EE | $2,408 | $6,630-63.7% | $6,247-61.5% | $5,439-55.7% |
| Admin fee / account holder | $13 | $10,905-99.9% | $9,243-99.9% | $10,885-99.9% |