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 | $140,938 | $209,832-32.8% | $189,513-25.6% | $167,490-15.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.44% | 748.27%-735.8pp | 555.15%-542.7pp | 478.56%-466.1pp |
| Employer contribution / active EE | $3,345 | $6,914-51.6% | $6,162-45.7% | $4,837-30.9% |
| Participant deferral / active EE | $19,500 | $8,935+118.2% | $8,221+137.2% | $6,341+207.5% |
| Admin fee / account holder | $10 | $14,293-99.9% | $12,045-99.9% | $12,309-99.9% |