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 | $241,989 | $202,318+19.6% | $172,739+40.1% | $152,861+58.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.56% | 1029.65%-1011.1pp | 802.84%-784.3pp | 345.32%-326.8pp |
| Employer contribution / active EE | $7,646 | $5,856+30.6% | $5,143+48.7% | $4,762+60.6% |
| Participant deferral / active EE | $7,080 | $5,948+19.0% | $5,198+36.2% | $5,850+21.0% |
| Admin fee / account holder | $253 | $17,109-98.5% | $13,954-98.2% | $11,596-97.8% |