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 | $173,439 | $202,318-14.3% | $172,739+0.4% | $152,861+13.5% |
| Participation rate | 70.0% | 87.1%-17.1pp | 82.6%-12.6pp | 82.4%-12.4pp |
| Annual return | 19.24% | 1029.65%-1010.4pp | 802.84%-783.6pp | 345.32%-326.1pp |
| Employer contribution / active EE | $2,210 | $5,856-62.3% | $5,143-57.0% | $4,762-53.6% |
| Participant deferral / active EE | $6,381 | $5,948+7.3% | $5,198+22.8% | $5,850+9.1% |
| Admin fee / account holder | $248 | $17,109-98.5% | $13,954-98.2% | $11,596-97.9% |