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 | $56,265 | $209,832-73.2% | $189,513-70.3% | $167,490-66.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.17% | 748.27%-735.1pp | 555.15%-542.0pp | 478.56%-465.4pp |
| Employer contribution / active EE | $14,532 | $6,914+110.2% | $6,162+135.8% | $4,837+200.4% |
| Participant deferral / active EE | $8,924 | $8,935-0.1% | $8,221+8.6% | $6,341+40.7% |
| Admin fee / account holder | $184 | $14,293-98.7% | $12,045-98.5% | $12,309-98.5% |