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 | $69,969 | $171,865-59.3% | $149,718-53.3% | $147,584-52.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.12% | 2113.22%-2100.1pp | 1501.63%-1488.5pp | 578.55%-565.4pp |
| Employer contribution / active EE | $13,616 | $6,275+117.0% | $5,445+150.1% | $4,876+179.2% |
| Participant deferral / active EE | $7,308 | $7,271+0.5% | $6,569+11.2% | $5,439+34.4% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |