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 | $90,704 | $150,440-39.7% | $136,294-33.4% | $147,584-38.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.24% | 1049.08%-1034.8pp | 5155.94%-5141.7pp | 578.55%-564.3pp |
| Employer contribution / active EE | $15,732 | $5,256+199.3% | $4,695+235.1% | $4,876+222.6% |
| Participant deferral / active EE | $10,100 | $6,630+52.3% | $6,247+61.7% | $5,439+85.7% |
| Admin fee / account holder | $14 | $10,905-99.9% | $9,243-99.9% | $10,885-99.9% |