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 | $81,954 | $202,318-59.5% | $172,739-52.6% | $152,861-46.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 25.64% | 1029.65%-1004.0pp | 802.84%-777.2pp | 345.32%-319.7pp |
| Employer contribution / active EE | $5,218 | $5,856-10.9% | $5,143+1.5% | $4,762+9.6% |
| Participant deferral / active EE | $4,000 | $5,948-32.8% | $5,198-23.0% | $5,850-31.6% |
| Admin fee / account holder | $37 | $17,109-99.8% | $13,954-99.7% | $11,596-99.7% |