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 | $107,925 | $171,865-37.2% | $149,718-27.9% | $147,584-26.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 10.58% | 2113.22%-2102.6pp | 1501.63%-1491.0pp | 578.55%-568.0pp |
| Employer contribution / active EE | $11,179 | $6,275+78.2% | $5,445+105.3% | $4,876+129.3% |
| Participant deferral / active EE | $12,637 | $7,271+73.8% | $6,569+92.4% | $5,439+132.4% |
| Admin fee / account holder | $15 | $13,799-99.9% | $11,283-99.9% | $10,885-99.9% |