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 | $247,161 | $171,865+43.8% | $149,718+65.1% | $147,584+67.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 30.43% | 2113.22%-2082.8pp | 1501.63%-1471.2pp | 578.55%-548.1pp |
| Employer contribution / active EE | $10,262 | $6,275+63.5% | $5,445+88.5% | $4,876+110.4% |
| Participant deferral / active EE | $10,751 | $7,271+47.9% | $6,569+63.7% | $5,439+97.7% |
| Admin fee / account holder | $184 | $13,799-98.7% | $11,283-98.4% | $10,885-98.3% |