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 | $229,558 | $150,440+52.6% | $136,294+68.4% | $147,584+55.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.87% | 1049.08%-1030.2pp | 5155.94%-5137.1pp | 578.55%-559.7pp |
| Employer contribution / active EE | $9,077 | $5,256+72.7% | $4,695+93.3% | $4,876+86.1% |
| Participant deferral / active EE | $8,109 | $6,630+22.3% | $6,247+29.8% | $5,439+49.1% |
| Admin fee / account holder | $191 | $10,905-98.2% | $9,243-97.9% | $10,885-98.2% |