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 | $164,626 | $171,865-4.2% | $149,718+10.0% | $147,584+11.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 21.87% | 2113.22%-2091.3pp | 1501.63%-1479.8pp | 578.55%-556.7pp |
| Employer contribution / active EE | $10,087 | $6,275+60.7% | $5,445+85.3% | $4,876+106.9% |
| Participant deferral / active EE | $7,017 | $7,271-3.5% | $6,569+6.8% | $5,439+29.0% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |