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 | $137,271 | $209,832-34.6% | $189,513-27.6% | $167,490-18.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 27.99% | 748.27%-720.3pp | 555.15%-527.2pp | 478.56%-450.6pp |
| Employer contribution / active EE | $9,314 | $6,914+34.7% | $6,162+51.2% | $4,837+92.5% |
| Participant deferral / active EE | $9,178 | $8,935+2.7% | $8,221+11.6% | $6,341+44.7% |
| Admin fee / account holder | $24 | $14,293-99.8% | $12,045-99.8% | $12,309-99.8% |