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 | $224,681 | $171,865+30.7% | $149,718+50.1% | $147,584+52.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.45% | 2113.22%-2095.8pp | 1501.63%-1484.2pp | 578.55%-561.1pp |
| Employer contribution / active EE | $2,793 | $6,275-55.5% | $5,445-48.7% | $4,876-42.7% |
| Participant deferral / active EE | $7,082 | $7,271-2.6% | $6,569+7.8% | $5,439+30.2% |
| Admin fee / account holder | $75 | $13,799-99.5% | $11,283-99.3% | $10,885-99.3% |