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 | $244,473 | $150,440+62.5% | $136,294+79.4% | $147,584+65.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.37% | 1049.08%-1029.7pp | 5155.94%-5136.6pp | 578.55%-559.2pp |
| Employer contribution / active EE | $11,889 | $5,256+126.2% | $4,695+153.2% | $4,876+143.8% |
| Participant deferral / active EE | $10,000 | $6,630+50.8% | $6,247+60.1% | $5,439+83.9% |
| Admin fee / account holder | $274 | $10,905-97.5% | $9,243-97.0% | $10,885-97.5% |