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 | $131,647 | $150,440-12.5% | $136,294-3.4% | $147,584-10.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.99% | 1049.08%-1029.1pp | 5155.94%-5135.9pp | 578.55%-558.6pp |
| Employer contribution / active EE | $11,978 | $5,256+127.9% | $4,695+155.1% | $4,876+145.6% |
| Participant deferral / active EE | $9,652 | $6,630+45.6% | $6,247+54.5% | $5,439+77.5% |
| Admin fee / account holder | $69 | $10,905-99.4% | $9,243-99.2% | $10,885-99.4% |