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 | $140,348 | $171,865-18.3% | $149,718-6.3% | $147,584-4.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.38% | 2113.22%-2097.8pp | 1501.63%-1486.2pp | 578.55%-563.2pp |
| Employer contribution / active EE | $13,905 | $6,275+121.6% | $5,445+155.4% | $4,876+185.2% |
| Participant deferral / active EE | $6,783 | $7,271-6.7% | $6,569+3.3% | $5,439+24.7% |
| Admin fee / account holder | $33 | $13,799-99.8% | $11,283-99.7% | $10,885-99.7% |