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 | $116,057 | $171,865-32.5% | $149,718-22.5% | $147,584-21.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.72% | 2113.22%-2096.5pp | 1501.63%-1484.9pp | 578.55%-561.8pp |
| Employer contribution / active EE | $2,590 | $6,275-58.7% | $5,445-52.4% | $4,876-46.9% |
| Participant deferral / active EE | $4,542 | $7,271-37.5% | $6,569-30.9% | $5,439-16.5% |
| Admin fee / account holder | $183 | $13,799-98.7% | $11,283-98.4% | $10,885-98.3% |