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 | $103,853 | $150,440-31.0% | $136,294-23.8% | $147,584-29.6% |
| Participation rate | 95.5% | 84.4%+11.0pp | 81.9%+13.5pp | 82.8%+12.6pp |
| Annual return | 22.11% | 1049.08%-1027.0pp | 5155.94%-5133.8pp | 578.55%-556.4pp |
| Employer contribution / active EE | $6,071 | $5,256+15.5% | $4,695+29.3% | $4,876+24.5% |
| Participant deferral / active EE | $14,604 | $6,630+120.3% | $6,247+133.8% | $5,439+168.5% |
| Admin fee / account holder | $33 | $10,905-99.7% | $9,243-99.6% | $10,885-99.7% |