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 | $150,896 | $171,865-12.2% | $149,718+0.8% | $147,584+2.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.95% | 2113.22%-2098.3pp | 1501.63%-1486.7pp | 578.55%-563.6pp |
| Employer contribution / active EE | $1,925 | $6,275-69.3% | $5,445-64.6% | $4,876-60.5% |
| Participant deferral / active EE | $7,438 | $7,271+2.3% | $6,569+13.2% | $5,439+36.8% |
| Admin fee / account holder | $277 | $13,799-98.0% | $11,283-97.5% | $10,885-97.5% |