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 | $170,334 | $150,440+13.2% | $136,294+25.0% | $147,584+15.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.81% | 1049.08%-1032.3pp | 5155.94%-5139.1pp | 578.55%-561.7pp |
| Employer contribution / active EE | $8,571 | $5,256+63.1% | $4,695+82.5% | $4,876+75.8% |
| Participant deferral / active EE | $2,571 | $6,630-61.2% | $6,247-58.8% | $5,439-52.7% |
| Admin fee / account holder | $185 | $10,905-98.3% | $9,243-98.0% | $10,885-98.3% |