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 | $88,985 | $150,440-40.9% | $136,294-34.7% | $147,584-39.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.90% | 1049.08%-1027.2pp | 5155.94%-5134.0pp | 578.55%-556.6pp |
| Employer contribution / active EE | $8,604 | $5,256+63.7% | $4,695+83.2% | $4,876+76.4% |
| Participant deferral / active EE | $7,178 | $6,630+8.3% | $6,247+14.9% | $5,439+32.0% |
| Admin fee / account holder | $8 | $10,905-99.9% | $9,243-99.9% | $10,885-99.9% |