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 | $86,836 | $150,440-42.3% | $136,294-36.3% | $147,584-41.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.96% | 1049.08%-1029.1pp | 5155.94%-5136.0pp | 578.55%-558.6pp |
| Employer contribution / active EE | $15,347 | $5,256+192.0% | $4,695+226.9% | $4,876+214.7% |
| Participant deferral / active EE | $12,187 | $6,630+83.8% | $6,247+95.1% | $5,439+124.1% |
| Admin fee / account holder | $119 | $10,905-98.9% | $9,243-98.7% | $10,885-98.9% |