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 | $176,986 | $171,865+3.0% | $149,718+18.2% | $147,584+19.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 22.36% | 2113.22%-2090.9pp | 1501.63%-1479.3pp | 578.55%-556.2pp |
| Employer contribution / active EE | $4,132 | $6,275-34.2% | $5,445-24.1% | $4,876-15.3% |
| Participant deferral / active EE | $7,065 | $7,271-2.8% | $6,569+7.6% | $5,439+29.9% |
| Admin fee / account holder | $20 | $13,799-99.9% | $11,283-99.8% | $10,885-99.8% |