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 4-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 | $123,585 | $148,534-16.8% | $135,903-9.1% | $139,434-11.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 1786.02% | 79.19%+1706.8pp | 68.23%+1717.8pp | 372.94%+1413.1pp |
| Employer contribution / active EE | $1,565 | $5,243-70.2% | $4,856-67.8% | $4,751-67.1% |
| Participant deferral / active EE | $11,556 | $8,100+42.7% | $7,758+49.0% | $6,710+72.2% |
| Admin fee / account holder | $73 | $12,400-99.4% | $10,762-99.3% | $11,403-99.4% |