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 | $187,048 | $202,318-7.5% | $172,739+8.3% | $152,861+22.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 26.57% | 1029.65%-1003.1pp | 802.84%-776.3pp | 345.32%-318.7pp |
| Employer contribution / active EE | $7,819 | $5,856+33.5% | $5,143+52.0% | $4,762+64.2% |
| Participant deferral / active EE | $12,679 | $5,948+113.2% | $5,198+143.9% | $5,850+116.7% |
| Admin fee / account holder | $229 | $17,109-98.7% | $13,954-98.4% | $11,596-98.0% |