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 | $62,621 | $150,440-58.4% | $136,294-54.1% | $147,584-57.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 24.62% | 1049.08%-1024.5pp | 5155.94%-5131.3pp | 578.55%-553.9pp |
| Employer contribution / active EE | $3,333 | $5,256-36.6% | $4,695-29.0% | $4,876-31.7% |
| Participant deferral / active EE | $12,213 | $6,630+84.2% | $6,247+95.5% | $5,439+124.5% |
| Admin fee / account holder | $118 | $10,905-98.9% | $9,243-98.7% | $10,885-98.9% |