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 | $222,632 | $171,865+29.5% | $149,718+48.7% | $147,584+50.9% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 13.88% | 2113.22%-2099.3pp | 1501.63%-1487.7pp | 578.55%-564.7pp |
| Employer contribution / active EE | $3,334 | $6,275-46.9% | $5,445-38.8% | $4,876-31.6% |
| Participant deferral / active EE | $11,264 | $7,271+54.9% | $6,569+71.5% | $5,439+107.1% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |