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 | $93,863 | $202,318-53.6% | $172,739-45.7% | $152,861-38.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.18% | 1029.65%-1013.5pp | 802.84%-786.7pp | 345.32%-329.1pp |
| Employer contribution / active EE | $1,289 | $5,856-78.0% | $5,143-74.9% | $4,762-72.9% |
| Participant deferral / active EE | $7,070 | $5,948+18.9% | $5,198+36.0% | $5,850+20.9% |
| Admin fee / account holder | $175 | $17,109-99.0% | $13,954-98.7% | $11,596-98.5% |