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 | $55,612 | $202,318-72.5% | $172,739-67.8% | $152,861-63.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.99% | 1029.65%-1009.7pp | 802.84%-782.9pp | 345.32%-325.3pp |
| Employer contribution / active EE | $1,633 | $5,856-72.1% | $5,143-68.2% | $4,762-65.7% |
| Participant deferral / active EE | $2,265 | $5,948-61.9% | $5,198-56.4% | $5,850-61.3% |
| Admin fee / account holder | $212 | $17,109-98.8% | $13,954-98.5% | $11,596-98.2% |