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 | $108,932 | $150,440-27.6% | $136,294-20.1% | $147,584-26.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 34.43% | 1049.08%-1014.7pp | 5155.94%-5121.5pp | 578.55%-544.1pp |
| Employer contribution / active EE | $7,273 | $5,256+38.4% | $4,695+54.9% | $4,876+49.1% |
| Participant deferral / active EE | $13,702 | $6,630+106.7% | $6,247+119.3% | $5,439+151.9% |
| Admin fee / account holder | $169 | $10,905-98.5% | $9,243-98.2% | $10,885-98.4% |