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 | $100,179 | $202,318-50.5% | $172,739-42.0% | $152,861-34.5% |
| Participation rate | 95.0% | 87.1%+7.9pp | 82.6%+12.4pp | 82.4%+12.6pp |
| Annual return | 26.22% | 1029.65%-1003.4pp | 802.84%-776.6pp | 345.32%-319.1pp |
| Employer contribution / active EE | $2,660 | $5,856-54.6% | $5,143-48.3% | $4,762-44.1% |
| Participant deferral / active EE | $6,744 | $5,948+13.4% | $5,198+29.8% | $5,850+15.3% |
| Admin fee / account holder | $89 | $17,109-99.5% | $13,954-99.4% | $11,596-99.2% |