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 | $86,298 | $202,318-57.3% | $172,739-50.0% | $152,861-43.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.26% | 1029.65%-1012.4pp | 802.84%-785.6pp | 345.32%-328.1pp |
| Employer contribution / active EE | $9,191 | $5,856+57.0% | $5,143+78.7% | $4,762+93.0% |
| Participant deferral / active EE | $6,012 | $5,948+1.1% | $5,198+15.7% | $5,850+2.8% |
| Admin fee / account holder | $248 | $17,109-98.6% | $13,954-98.2% | $11,596-97.9% |