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 | $70,124 | $202,318-65.3% | $172,739-59.4% | $152,861-54.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 27.43% | 1029.65%-1002.2pp | 802.84%-775.4pp | 345.32%-317.9pp |
| Employer contribution / active EE | $10,554 | $5,856+80.2% | $5,143+105.2% | $4,762+121.6% |
| Participant deferral / active EE | $9,500 | $5,948+59.7% | $5,198+82.8% | $5,850+62.4% |
| Admin fee / account holder | $95 | $17,109-99.4% | $13,954-99.3% | $11,596-99.2% |