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 | $117,427 | $150,440-21.9% | $136,294-13.8% | $147,584-20.4% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 22.95% | 1049.08%-1026.1pp | 5155.94%-5133.0pp | 578.55%-555.6pp |
| Employer contribution / active EE | $16,696 | $5,256+217.7% | $4,695+255.6% | $4,876+242.4% |
| Participant deferral / active EE | $13,348 | $6,630+101.3% | $6,247+113.7% | $5,439+145.4% |
| Admin fee / account holder | $27 | $10,905-99.7% | $9,243-99.7% | $10,885-99.7% |