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 | $88,437 | $202,318-56.3% | $172,739-48.8% | $152,861-42.1% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 25.02% | 1029.65%-1004.6pp | 802.84%-777.8pp | 345.32%-320.3pp |
| Employer contribution / active EE | $16,266 | $5,856+177.8% | $5,143+216.3% | $4,762+241.5% |
| Participant deferral / active EE | $13,169 | $5,948+121.4% | $5,198+153.4% | $5,850+125.1% |
| Admin fee / account holder | $31 | $17,109-99.8% | $13,954-99.8% | $11,596-99.7% |