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 | $197,383 | $202,318-2.4% | $172,739+14.3% | $152,861+29.1% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 21.18% | 1029.65%-1008.5pp | 802.84%-781.7pp | 345.32%-324.1pp |
| Employer contribution / active EE | $4,051 | $5,856-30.8% | $5,143-21.2% | $4,762-14.9% |
| Participant deferral / active EE | $3,571 | $5,948-40.0% | $5,198-31.3% | $5,850-39.0% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |