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 | $89,232 | $202,318-55.9% | $172,739-48.3% | $152,861-41.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.83% | 1029.65%-1013.8pp | 802.84%-787.0pp | 345.32%-329.5pp |
| Employer contribution / active EE | $12,019 | $5,856+105.2% | $5,143+133.7% | $4,762+152.4% |
| Participant deferral / active EE | $8,066 | $5,948+35.6% | $5,198+55.2% | $5,850+37.9% |
| Admin fee / account holder | $60 | $17,109-99.6% | $13,954-99.6% | $11,596-99.5% |