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 | $57,568 | $150,440-61.7% | $136,294-57.8% | $147,584-61.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.90% | 1049.08%-1038.2pp | 5155.94%-5145.0pp | 578.55%-567.6pp |
| Employer contribution / active EE | $19,942 | $5,256+279.4% | $4,695+324.7% | $4,876+309.0% |
| Participant deferral / active EE | $15,899 | $6,630+139.8% | $6,247+154.5% | $5,439+192.3% |
| Admin fee / account holder | $288 | $10,905-97.4% | $9,243-96.9% | $10,885-97.4% |