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 | $169,744 | $183,592-7.5% | $155,567+9.1% | $145,959+16.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 131.77% | 61.24%+70.5pp | 64.74%+67.0pp | 561.95%-430.2pp |
| Employer contribution / active EE | $13,535 | $5,315+154.7% | $4,674+189.6% | $4,661+190.4% |
| Participant deferral / active EE | $4,904 | $6,464-24.1% | $5,628-12.9% | $6,689-26.7% |
| Admin fee / account holder | $89 | $19,318-99.5% | $15,916-99.4% | $13,398-99.3% |