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 | $153,394 | $202,318-24.2% | $172,739-11.2% | $152,861+0.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.11% | 1029.65%-1012.5pp | 802.84%-785.7pp | 345.32%-328.2pp |
| Employer contribution / active EE | $20,539 | $5,856+250.7% | $5,143+299.4% | $4,762+331.3% |
| Participant deferral / active EE | $15,375 | $5,948+158.5% | $5,198+195.8% | $5,850+162.8% |
| Admin fee / account holder | $35 | $17,109-99.8% | $13,954-99.7% | $11,596-99.7% |