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 | $138,482 | $88,751+56.0% | $81,812+69.3% | $145,922-5.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.19% | 1025.40%-1014.2pp | 773.79%-762.6pp | 561.29%-550.1pp |
| Employer contribution / active EE | $7,718 | $3,083+150.3% | $2,912+165.0% | $4,660+65.6% |
| Participant deferral / active EE | $12,642 | $4,643+172.3% | $4,319+192.7% | $6,688+89.0% |
| Admin fee / account holder | $232 | $8,415-97.2% | $7,386-96.9% | $13,397-98.3% |