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 | $126,245 | $202,318-37.6% | $172,739-26.9% | $152,861-17.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.09% | 1029.65%-1013.6pp | 802.84%-786.8pp | 345.32%-329.2pp |
| Employer contribution / active EE | $11,088 | $5,856+89.4% | $5,143+115.6% | $4,762+132.8% |
| Participant deferral / active EE | $10,643 | $5,948+78.9% | $5,198+104.8% | $5,850+81.9% |
| Admin fee / account holder | $254 | $17,109-98.5% | $13,954-98.2% | $11,596-97.8% |