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 | $107,989 | $202,318-46.6% | $172,739-37.5% | $152,861-29.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.43% | 1029.65%-1009.2pp | 802.84%-782.4pp | 345.32%-324.9pp |
| Employer contribution / active EE | $11,538 | $5,856+97.0% | $5,143+124.3% | $4,762+142.3% |
| Participant deferral / active EE | $5,920 | $5,948-0.5% | $5,198+13.9% | $5,850+1.2% |
| Admin fee / account holder | $53 | $17,109-99.7% | $13,954-99.6% | $11,596-99.5% |