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 | $45,064 | $150,440-70.0% | $136,294-66.9% | $147,584-69.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.84% | 1049.08%-1030.2pp | 5155.94%-5137.1pp | 578.55%-559.7pp |
| Employer contribution / active EE | $8,735 | $5,256+66.2% | $4,695+86.0% | $4,876+79.1% |
| Participant deferral / active EE | $6,922 | $6,630+4.4% | $6,247+10.8% | $5,439+27.3% |
| Admin fee / account holder | $209 | $10,905-98.1% | $9,243-97.7% | $10,885-98.1% |