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 | $158,027 | $202,318-21.9% | $172,739-8.5% | $152,861+3.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.22% | 1029.65%-1006.4pp | 802.84%-779.6pp | 345.32%-322.1pp |
| Employer contribution / active EE | $14,562 | $5,856+148.7% | $5,143+183.2% | $4,762+205.8% |
| Participant deferral / active EE | $12,000 | $5,948+101.7% | $5,198+130.9% | $5,850+105.1% |
| Admin fee / account holder | $112 | $17,109-99.3% | $13,954-99.2% | $11,596-99.0% |