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 | $70,635 | $202,318-65.1% | $172,739-59.1% | $152,861-53.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 36.58% | 1029.65%-993.1pp | 802.84%-766.3pp | 345.32%-308.7pp |
| Employer contribution / active EE | $9,609 | $5,856+64.1% | $5,143+86.8% | $4,762+101.8% |
| Participant deferral / active EE | $4,973 | $5,948-16.4% | $5,198-4.3% | $5,850-15.0% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |