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 | $137,135 | $150,440-8.8% | $136,294+0.6% | $147,584-7.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.21% | 1049.08%-1029.9pp | 5155.94%-5136.7pp | 578.55%-559.3pp |
| Employer contribution / active EE | $1,944 | $5,256-63.0% | $4,695-58.6% | $4,876-60.1% |
| Participant deferral / active EE | $2,699 | $6,630-59.3% | $6,247-56.8% | $5,439-50.4% |
| Admin fee / account holder | $135 | $10,905-98.8% | $9,243-98.5% | $10,885-98.8% |