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 | $39,229 | $171,865-77.2% | $149,718-73.8% | $147,584-73.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 21.69% | 2113.22%-2091.5pp | 1501.63%-1479.9pp | 578.55%-556.9pp |
| Employer contribution / active EE | $9,728 | $6,275+55.0% | $5,445+78.7% | $4,876+99.5% |
| Participant deferral / active EE | $8,008 | $7,271+10.1% | $6,569+21.9% | $5,439+47.2% |
| Admin fee / account holder | $13 | $13,799-99.9% | $11,283-99.9% | $10,885-99.9% |