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 | $134,758 | $202,318-33.4% | $172,739-22.0% | $152,861-11.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 26.95% | 1029.65%-1002.7pp | 802.84%-775.9pp | 345.32%-318.4pp |
| Employer contribution / active EE | $20,749 | $5,856+254.3% | $5,143+303.4% | $4,762+335.7% |
| Participant deferral / active EE | $11,700 | $5,948+96.7% | $5,198+125.1% | $5,850+100.0% |
| Admin fee / account holder | $114 | $17,109-99.3% | $13,954-99.2% | $11,596-99.0% |