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 | $130,165 | $150,440-13.5% | $136,294-4.5% | $147,584-11.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 64.96% | 1049.08%-984.1pp | 5155.94%-5091.0pp | 578.55%-513.6pp |
| Employer contribution / active EE | $6,262 | $5,256+19.1% | $4,695+33.4% | $4,876+28.4% |
| Participant deferral / active EE | $5,362 | $6,630-19.1% | $6,247-14.2% | $5,439-1.4% |
| Admin fee / account holder | $130 | $10,905-98.8% | $9,243-98.6% | $10,885-98.8% |