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 | $144,884 | $171,865-15.7% | $149,718-3.2% | $147,584-1.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.29% | 2113.22%-2094.9pp | 1501.63%-1483.3pp | 578.55%-560.3pp |
| Employer contribution / active EE | $7,603 | $6,275+21.2% | $5,445+39.6% | $4,876+55.9% |
| Participant deferral / active EE | $13,637 | $7,271+87.6% | $6,569+107.6% | $5,439+150.7% |
| Admin fee / account holder | $8 | $13,799-99.9% | $11,283-99.9% | $10,885-99.9% |