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 | $242,373 | $150,440+61.1% | $136,294+77.8% | $147,584+64.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.15% | 1049.08%-1029.9pp | 5155.94%-5136.8pp | 578.55%-559.4pp |
| Employer contribution / active EE | $5,866 | $5,256+11.6% | $4,695+24.9% | $4,876+20.3% |
| Participant deferral / active EE | $13,325 | $6,630+101.0% | $6,247+113.3% | $5,439+145.0% |
| Admin fee / account holder | $194 | $10,905-98.2% | $9,243-97.9% | $10,885-98.2% |