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 | $177,361 | $171,865+3.2% | $149,718+18.5% | $147,584+20.2% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 13.11% | 2113.22%-2100.1pp | 1501.63%-1488.5pp | 578.55%-565.4pp |
| Employer contribution / active EE | $2,753 | $6,275-56.1% | $5,445-49.4% | $4,876-43.6% |
| Participant deferral / active EE | $11,398 | $7,271+56.8% | $6,569+73.5% | $5,439+109.6% |
| Admin fee / account holder | $114 | $13,799-99.2% | $11,283-99.0% | $10,885-99.0% |