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 | $69,457 | $150,440-53.8% | $136,294-49.0% | $147,584-52.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.96% | 1049.08%-1029.1pp | 5155.94%-5136.0pp | 578.55%-558.6pp |
| Employer contribution / active EE | $2,992 | $5,256-43.1% | $4,695-36.3% | $4,876-38.7% |
| Participant deferral / active EE | $9,522 | $6,630+43.6% | $6,247+52.4% | $5,439+75.1% |
| Admin fee / account holder | $73 | $10,905-99.3% | $9,243-99.2% | $10,885-99.3% |