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 | $243,204 | $171,865+41.5% | $149,718+62.4% | $147,584+64.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 11.11% | 2113.22%-2102.1pp | 1501.63%-1490.5pp | 578.55%-567.4pp |
| Employer contribution / active EE | $10,203 | $6,275+62.6% | $5,445+87.4% | $4,876+109.2% |
| Participant deferral / active EE | $8,000 | $7,271+10.0% | $6,569+21.8% | $5,439+47.1% |
| Admin fee / account holder | $26 | $13,799-99.8% | $11,283-99.8% | $10,885-99.8% |