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 | $202,325 | $150,440+34.5% | $136,294+48.4% | $147,584+37.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.70% | 1049.08%-1035.4pp | 5155.94%-5142.2pp | 578.55%-564.8pp |
| Employer contribution / active EE | $2,787 | $5,256-47.0% | $4,695-40.6% | $4,876-42.8% |
| Participant deferral / active EE | $5,803 | $6,630-12.5% | $6,247-7.1% | $5,439+6.7% |
| Admin fee / account holder | $280 | $10,905-97.4% | $9,243-97.0% | $10,885-97.4% |