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 | $118,201 | $198,466-40.4% | $170,442-30.7% | $147,584-19.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 70.39% | 257.29%-186.9pp | 205.93%-135.5pp | 578.55%-508.2pp |
| Employer contribution / active EE | $18,569 | $6,184+200.3% | $5,433+241.8% | $4,876+280.8% |
| Participant deferral / active EE | $15,237 | $5,629+170.7% | $4,939+208.5% | $5,439+180.2% |
| Admin fee / account holder | $240 | $16,852-98.6% | $13,880-98.3% | $10,885-97.8% |