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 | $105,830 | $209,832-49.6% | $189,513-44.2% | $167,490-36.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 19.69% | 748.27%-728.6pp | 555.15%-535.5pp | 478.56%-458.9pp |
| Employer contribution / active EE | $9,504 | $6,914+37.5% | $6,162+54.2% | $4,837+96.5% |
| Participant deferral / active EE | $11,645 | $8,935+30.3% | $8,221+41.6% | $6,341+83.6% |
| Admin fee / account holder | $77 | $14,293-99.5% | $12,045-99.4% | $12,309-99.4% |