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 | $103,459 | $202,318-48.9% | $172,739-40.1% | $152,861-32.3% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.4%+7.6pp |
| Annual return | 38.49% | 1029.65%-991.2pp | 802.84%-764.3pp | 345.32%-306.8pp |
| Employer contribution / active EE | $7,380 | $5,856+26.0% | $5,143+43.5% | $4,762+55.0% |
| Participant deferral / active EE | $4,895 | $5,948-17.7% | $5,198-5.8% | $5,850-16.3% |
| Admin fee / account holder | $2 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |