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 | $128,651 | $202,318-36.4% | $172,739-25.5% | $152,861-15.8% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.4%-11.0pp |
| Annual return | 21.18% | 1029.65%-1008.5pp | 802.84%-781.7pp | 345.32%-324.1pp |
| Employer contribution / active EE | $1,370 | $5,856-76.6% | $5,143-73.4% | $4,762-71.2% |
| Participant deferral / active EE | $7,350 | $5,948+23.6% | $5,198+41.4% | $5,850+25.6% |
| Admin fee / account holder | $10 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |