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 | $86,780 | $150,440-42.3% | $136,294-36.3% | $147,584-41.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.23% | 1049.08%-1032.9pp | 5155.94%-5139.7pp | 578.55%-562.3pp |
| Employer contribution / active EE | $11,874 | $5,256+125.9% | $4,695+152.9% | $4,876+143.5% |
| Participant deferral / active EE | $5,356 | $6,630-19.2% | $6,247-14.3% | $5,439-1.5% |
| Admin fee / account holder | $162 | $10,905-98.5% | $9,243-98.2% | $10,885-98.5% |