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 | $214,157 | $171,865+24.6% | $149,718+43.0% | $147,584+45.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 20.44% | 2113.22%-2092.8pp | 1501.63%-1481.2pp | 578.55%-558.1pp |
| Employer contribution / active EE | $4,577 | $6,275-27.1% | $5,445-15.9% | $4,876-6.1% |
| Participant deferral / active EE | $10,320 | $7,271+41.9% | $6,569+57.1% | $5,439+89.8% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |