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 | $88,257 | $171,865-48.6% | $149,718-41.1% | $147,584-40.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 26.62% | 2113.22%-2086.6pp | 1501.63%-1475.0pp | 578.55%-551.9pp |
| Employer contribution / active EE | $1,627 | $6,275-74.1% | $5,445-70.1% | $4,876-66.6% |
| Participant deferral / active EE | $8,339 | $7,271+14.7% | $6,569+26.9% | $5,439+53.3% |
| Admin fee / account holder | $267 | $13,799-98.1% | $11,283-97.6% | $10,885-97.5% |