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 | $67,922 | $171,865-60.5% | $149,718-54.6% | $147,584-54.0% |
| Participation rate | 94.4% | 88.2%+6.3pp | 87.1%+7.4pp | 82.8%+11.6pp |
| Annual return | 99.08% | 2113.22%-2014.1pp | 1501.63%-1402.5pp | 578.55%-479.5pp |
| Employer contribution / active EE | $2,794 | $6,275-55.5% | $5,445-48.7% | $4,876-42.7% |
| Participant deferral / active EE | $8,655 | $7,271+19.0% | $6,569+31.8% | $5,439+59.1% |
| Admin fee / account holder | $14 | $13,799-99.9% | $11,283-99.9% | $10,885-99.9% |