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 | $99,509 | $150,440-33.9% | $136,294-27.0% | $147,584-32.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.70% | 1049.08%-1026.4pp | 5155.94%-5133.2pp | 578.55%-555.8pp |
| Employer contribution / active EE | $16,985 | $5,256+223.2% | $4,695+261.7% | $4,876+248.3% |
| Participant deferral / active EE | $5,755 | $6,630-13.2% | $6,247-7.9% | $5,439+5.8% |
| Admin fee / account holder | $17 | $10,905-99.8% | $9,243-99.8% | $10,885-99.8% |