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 | $53,359 | $150,440-64.5% | $136,294-60.8% | $147,584-63.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.91% | 1049.08%-1026.2pp | 5155.94%-5133.0pp | 578.55%-555.6pp |
| Employer contribution / active EE | $7,246 | $5,256+37.9% | $4,695+54.3% | $4,876+48.6% |
| Participant deferral / active EE | $8,864 | $6,630+33.7% | $6,247+41.9% | $5,439+63.0% |
| Admin fee / account holder | $200 | $10,905-98.2% | $9,243-97.8% | $10,885-98.2% |