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 | $217,300 | $209,832+3.6% | $189,513+14.7% | $167,490+29.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.08% | 748.27%-736.2pp | 555.15%-543.1pp | 478.56%-466.5pp |
| Employer contribution / active EE | $12,150 | $6,914+75.7% | $6,162+97.2% | $4,837+151.2% |
| Participant deferral / active EE | $7,395 | $8,935-17.2% | $8,221-10.1% | $6,341+16.6% |
| Admin fee / account holder | $97 | $14,293-99.3% | $12,045-99.2% | $12,309-99.2% |