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 | $37,490 | $171,865-78.2% | $149,718-75.0% | $147,584-74.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 22.41% | 2113.22%-2090.8pp | 1501.63%-1479.2pp | 578.55%-556.1pp |
| Employer contribution / active EE | $8,681 | $6,275+38.3% | $5,445+59.4% | $4,876+78.0% |
| Participant deferral / active EE | $8,988 | $7,271+23.6% | $6,569+36.8% | $5,439+65.3% |
| Admin fee / account holder | $31 | $13,799-99.8% | $11,283-99.7% | $10,885-99.7% |