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 | $127,421 | $171,865-25.9% | $149,718-14.9% | $147,584-13.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.64% | 2113.22%-2095.6pp | 1501.63%-1484.0pp | 578.55%-560.9pp |
| Employer contribution / active EE | $4,616 | $6,275-26.4% | $5,445-15.2% | $4,876-5.3% |
| Participant deferral / active EE | $4,581 | $7,271-37.0% | $6,569-30.3% | $5,439-15.8% |
| Admin fee / account holder | $275 | $13,799-98.0% | $11,283-97.6% | $10,885-97.5% |