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 | $136,764 | $150,440-9.1% | $136,294+0.3% | $147,584-7.3% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 24.96% | 1049.08%-1024.1pp | 5155.94%-5131.0pp | 578.55%-553.6pp |
| Employer contribution / active EE | $14,387 | $5,256+173.7% | $4,695+206.4% | $4,876+195.0% |
| Participant deferral / active EE | $10,645 | $6,630+60.5% | $6,247+70.4% | $5,439+95.7% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |