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 | $70,980 | $171,865-58.7% | $149,718-52.6% | $147,584-51.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.40% | 2113.22%-2095.8pp | 1501.63%-1484.2pp | 578.55%-561.1pp |
| Employer contribution / active EE | $4,472 | $6,275-28.7% | $5,445-17.9% | $4,876-8.3% |
| Participant deferral / active EE | $8,574 | $7,271+17.9% | $6,569+30.5% | $5,439+57.6% |
| Admin fee / account holder | $14 | $13,799-99.9% | $11,283-99.9% | $10,885-99.9% |