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 | $104,920 | $171,865-39.0% | $149,718-29.9% | $147,584-28.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.12% | 2113.22%-2099.1pp | 1501.63%-1487.5pp | 578.55%-564.4pp |
| Employer contribution / active EE | $4,065 | $6,275-35.2% | $5,445-25.4% | $4,876-16.6% |
| Participant deferral / active EE | $6,994 | $7,271-3.8% | $6,569+6.5% | $5,439+28.6% |
| Admin fee / account holder | $6 | $13,799-100.0% | $11,283-99.9% | $10,885-99.9% |