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 | $207,325 | $171,865+20.6% | $149,718+38.5% | $147,584+40.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 22.96% | 2113.22%-2090.3pp | 1501.63%-1478.7pp | 578.55%-555.6pp |
| Employer contribution / active EE | $13,999 | $6,275+123.1% | $5,445+157.1% | $4,876+187.1% |
| Participant deferral / active EE | $9,712 | $7,271+33.6% | $6,569+47.8% | $5,439+78.6% |
| Admin fee / account holder | -$642 | $13,799-104.7% | $11,283-105.7% | $10,885-105.9% |