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 | $200,565 | $159,901+25.4% | $146,958+36.5% | $145,922+37.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.10% | 98.13%-78.0pp | 418.34%-398.2pp | 561.29%-541.2pp |
| Employer contribution / active EE | $5,903 | $5,286+11.7% | $4,933+19.7% | $4,660+26.7% |
| Participant deferral / active EE | $20,345 | $8,428+141.4% | $8,070+152.1% | $6,688+204.2% |
| Admin fee / account holder | $19 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |