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 | $93,551 | $150,440-37.8% | $136,294-31.4% | $147,584-36.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.25% | 1049.08%-1034.8pp | 5155.94%-5141.7pp | 578.55%-564.3pp |
| Employer contribution / active EE | $5,940 | $5,256+13.0% | $4,695+26.5% | $4,876+21.8% |
| Participant deferral / active EE | $5,856 | $6,630-11.7% | $6,247-6.3% | $5,439+7.7% |
| Admin fee / account holder | $13 | $10,905-99.9% | $9,243-99.9% | $10,885-99.9% |