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 | $212,790 | $176,662+20.5% | $130,648+62.9% | $152,861+39.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 23.87% | 2692.24%-2668.4pp | 1708.96%-1685.1pp | 345.32%-321.5pp |
| Employer contribution / active EE | $5,618 | $5,742-2.2% | $4,092+37.3% | $4,762+18.0% |
| Participant deferral / active EE | $8,595 | $4,361+97.1% | $3,603+138.6% | $5,850+46.9% |
| Admin fee / account holder | $1 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |