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 | $54,463 | $150,440-63.8% | $136,294-60.0% | $147,584-63.1% |
| Participation rate | 76.5% | 84.4%-8.0pp | 81.9%-5.5pp | 82.8%-6.4pp |
| Annual return | 20.39% | 1049.08%-1028.7pp | 5155.94%-5135.5pp | 578.55%-558.2pp |
| Employer contribution / active EE | $3,398 | $5,256-35.3% | $4,695-27.6% | $4,876-30.3% |
| Participant deferral / active EE | $6,983 | $6,630+5.3% | $6,247+11.8% | $5,439+28.4% |
| Admin fee / account holder | $253 | $10,905-97.7% | $9,243-97.3% | $10,885-97.7% |