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 | $56,646 | $171,865-67.0% | $149,718-62.2% | $147,584-61.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 22.89% | 2113.22%-2090.3pp | 1501.63%-1478.7pp | 578.55%-555.7pp |
| Employer contribution / active EE | $7,529 | $6,275+20.0% | $5,445+38.3% | $4,876+54.4% |
| Participant deferral / active EE | $14,575 | $7,271+100.5% | $6,569+121.9% | $5,439+168.0% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |