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 | $248,726 | $150,440+65.3% | $136,294+82.5% | $147,584+68.5% |
| Participation rate | 94.7% | 84.4%+10.3pp | 81.9%+12.8pp | 82.8%+11.9pp |
| Annual return | 22.02% | 1049.08%-1027.1pp | 5155.94%-5133.9pp | 578.55%-556.5pp |
| Employer contribution / active EE | $10,156 | $5,256+93.2% | $4,695+116.3% | $4,876+108.3% |
| Participant deferral / active EE | $7,624 | $6,630+15.0% | $6,247+22.0% | $5,439+40.2% |
| Admin fee / account holder | $92 | $10,905-99.2% | $9,243-99.0% | $10,885-99.2% |