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 | $73,295 | $202,318-63.8% | $172,739-57.6% | $152,861-52.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 44.68% | 1029.65%-985.0pp | 802.84%-758.2pp | 345.32%-300.6pp |
| Employer contribution / active EE | $2,096 | $5,856-64.2% | $5,143-59.2% | $4,762-56.0% |
| Participant deferral / active EE | $6,985 | $5,948+17.4% | $5,198+34.4% | $5,850+19.4% |
| Admin fee / account holder | $151 | $17,109-99.1% | $13,954-98.9% | $11,596-98.7% |