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 | $165,752 | $171,865-3.6% | $149,718+10.7% | $147,584+12.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 19.81% | 2113.22%-2093.4pp | 1501.63%-1481.8pp | 578.55%-558.7pp |
| Employer contribution / active EE | $16,858 | $6,275+168.7% | $5,445+209.6% | $4,876+245.7% |
| Participant deferral / active EE | $13,342 | $7,271+83.5% | $6,569+103.1% | $5,439+145.3% |
| Admin fee / account holder | $28 | $13,799-99.8% | $11,283-99.8% | $10,885-99.7% |