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 | $138,221 | $72,400+90.9% | $67,502+104.8% | $145,922-5.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 15.48% | 7182.46%-7167.0pp | 3512.12%-3496.6pp | 561.29%-545.8pp |
| Employer contribution / active EE | $5,229 | $3,069+70.4% | $2,731+91.5% | $4,660+12.2% |
| Participant deferral / active EE | $16,215 | $4,783+239.0% | $4,000+305.4% | $6,688+142.5% |
| Admin fee / account holder | $90 | $5,539-98.4% | $3,998-97.7% | $13,397-99.3% |