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 | $66,060 | $171,865-61.6% | $149,718-55.9% | $147,584-55.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 11.80% | 2113.22%-2101.4pp | 1501.63%-1489.8pp | 578.55%-566.8pp |
| Employer contribution / active EE | $4,335 | $6,275-30.9% | $5,445-20.4% | $4,876-11.1% |
| Participant deferral / active EE | $11,321 | $7,271+55.7% | $6,569+72.3% | $5,439+108.2% |
| Admin fee / account holder | $25 | $13,799-99.8% | $11,283-99.8% | $10,885-99.8% |