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 | $104,409 | $202,318-48.4% | $172,739-39.6% | $152,861-31.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.25% | 1029.65%-1005.4pp | 802.84%-778.6pp | 345.32%-321.1pp |
| Employer contribution / active EE | $8,834 | $5,856+50.9% | $5,143+71.8% | $4,762+85.5% |
| Participant deferral / active EE | $4,551 | $5,948-23.5% | $5,198-12.4% | $5,850-22.2% |
| Admin fee / account holder | $106 | $17,109-99.4% | $13,954-99.2% | $11,596-99.1% |