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 | $90,277 | $171,865-47.5% | $149,718-39.7% | $147,584-38.8% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 30.47% | 2113.22%-2082.8pp | 1501.63%-1471.2pp | 578.55%-548.1pp |
| Employer contribution / active EE | $12,721 | $6,275+102.7% | $5,445+133.6% | $4,876+160.9% |
| Participant deferral / active EE | $18,549 | $7,271+155.1% | $6,569+182.4% | $5,439+241.0% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |