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 | $179,274 | $150,440+19.2% | $136,294+31.5% | $147,584+21.5% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 19.23% | 1049.08%-1029.9pp | 5155.94%-5136.7pp | 578.55%-559.3pp |
| Employer contribution / active EE | $8,513 | $5,256+62.0% | $4,695+81.3% | $4,876+74.6% |
| Participant deferral / active EE | $9,951 | $6,630+50.1% | $6,247+59.3% | $5,439+83.0% |
| Admin fee / account holder | $276 | $10,905-97.5% | $9,243-97.0% | $10,885-97.5% |