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 | $167,174 | $150,440+11.1% | $136,294+22.7% | $147,584+13.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.78% | 1049.08%-1036.3pp | 5155.94%-5143.2pp | 578.55%-565.8pp |
| Employer contribution / active EE | $5,000 | $5,256-4.9% | $4,695+6.5% | $4,876+2.5% |
| Participant deferral / active EE | $11,591 | $6,630+74.8% | $6,247+85.5% | $5,439+113.1% |
| Admin fee / account holder | $242 | $10,905-97.8% | $9,243-97.4% | $10,885-97.8% |