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 | $134,029 | $150,440-10.9% | $136,294-1.7% | $147,584-9.2% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 26.64% | 1049.08%-1022.4pp | 5155.94%-5129.3pp | 578.55%-551.9pp |
| Employer contribution / active EE | $6,158 | $5,256+17.2% | $4,695+31.2% | $4,876+26.3% |
| Participant deferral / active EE | $10,121 | $6,630+52.7% | $6,247+62.0% | $5,439+86.1% |
| Admin fee / account holder | $43 | $10,905-99.6% | $9,243-99.5% | $10,885-99.6% |