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 | $107,465 | $150,440-28.6% | $136,294-21.2% | $147,584-27.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 30.35% | 1049.08%-1018.7pp | 5155.94%-5125.6pp | 578.55%-548.2pp |
| Employer contribution / active EE | $5,643 | $5,256+7.4% | $4,695+20.2% | $4,876+15.7% |
| Participant deferral / active EE | $9,324 | $6,630+40.6% | $6,247+49.3% | $5,439+71.4% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |