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 | $117,232 | $202,318-42.1% | $172,739-32.1% | $152,861-23.3% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 22.72% | 1029.65%-1006.9pp | 802.84%-780.1pp | 345.32%-322.6pp |
| Employer contribution / active EE | $2,661 | $5,856-54.6% | $5,143-48.3% | $4,762-44.1% |
| Participant deferral / active EE | $6,290 | $5,948+5.8% | $5,198+21.0% | $5,850+7.5% |
| Admin fee / account holder | $48 | $17,109-99.7% | $13,954-99.7% | $11,596-99.6% |