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 6-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 | $159,980 | $150,440+6.3% | $136,294+17.4% | $147,584+8.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.59% | 1049.08%-1031.5pp | 5155.94%-5138.3pp | 578.55%-561.0pp |
| Employer contribution / active EE | $14,749 | $5,256+180.6% | $4,695+214.1% | $4,876+202.5% |
| Participant deferral / active EE | $4,743 | $6,630-28.5% | $6,247-24.1% | $5,439-12.8% |
| Admin fee / account holder | $216 | $10,905-98.0% | $9,243-97.7% | $10,885-98.0% |