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 | $246,731 | $150,440+64.0% | $136,294+81.0% | $147,584+67.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.75% | 1049.08%-1034.3pp | 5155.94%-5141.2pp | 578.55%-563.8pp |
| Employer contribution / active EE | $3,078 | $5,256-41.4% | $4,695-34.5% | $4,876-36.9% |
| Participant deferral / active EE | $12,305 | $6,630+85.6% | $6,247+97.0% | $5,439+126.3% |
| Admin fee / account holder | $63 | $10,905-99.4% | $9,243-99.3% | $10,885-99.4% |