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 | $163,327 | $150,440+8.6% | $136,294+19.8% | $147,584+10.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.54% | 1049.08%-1028.5pp | 5155.94%-5135.4pp | 578.55%-558.0pp |
| Employer contribution / active EE | $7,586 | $5,256+44.3% | $4,695+61.6% | $4,876+55.6% |
| Participant deferral / active EE | $12,080 | $6,630+82.2% | $6,247+93.4% | $5,439+122.1% |
| Admin fee / account holder | $64 | $10,905-99.4% | $9,243-99.3% | $10,885-99.4% |