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 | $105,027 | $202,318-48.1% | $172,739-39.2% | $152,861-31.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 26.61% | 1029.65%-1003.0pp | 802.84%-776.2pp | 345.32%-318.7pp |
| Employer contribution / active EE | $2,127 | $5,856-63.7% | $5,143-58.7% | $4,762-55.3% |
| Participant deferral / active EE | $19,000 | $5,948+219.4% | $5,198+265.6% | $5,850+224.8% |
| Admin fee / account holder | $45 | $17,109-99.7% | $13,954-99.7% | $11,596-99.6% |