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 | $224,435 | $171,865+30.6% | $149,718+49.9% | $147,584+52.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 27.59% | 2113.22%-2085.6pp | 1501.63%-1474.0pp | 578.55%-551.0pp |
| Employer contribution / active EE | $7,673 | $6,275+22.3% | $5,445+40.9% | $4,876+57.3% |
| Participant deferral / active EE | $13,981 | $7,271+92.3% | $6,569+112.8% | $5,439+157.1% |
| Admin fee / account holder | $2 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |