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 | $165,059 | $209,832-21.3% | $189,513-12.9% | $167,490-1.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 21.88% | 748.27%-726.4pp | 555.15%-533.3pp | 478.56%-456.7pp |
| Employer contribution / active EE | $20,268 | $6,914+193.2% | $6,162+228.9% | $4,837+319.0% |
| Participant deferral / active EE | $13,514 | $8,935+51.2% | $8,221+64.4% | $6,341+113.1% |
| Admin fee / account holder | $48 | $14,293-99.7% | $12,045-99.6% | $12,309-99.6% |