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 | $91,475 | $150,440-39.2% | $136,294-32.9% | $147,584-38.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.46% | 1049.08%-1032.6pp | 5155.94%-5139.5pp | 578.55%-562.1pp |
| Employer contribution / active EE | $4,171 | $5,256-20.6% | $4,695-11.2% | $4,876-14.5% |
| Participant deferral / active EE | $10,367 | $6,630+56.3% | $6,247+65.9% | $5,439+90.6% |
| Admin fee / account holder | $280 | $10,905-97.4% | $9,243-97.0% | $10,885-97.4% |