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 | $62,566 | $202,318-69.1% | $172,739-63.8% | $152,861-59.1% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 23.33% | 1029.65%-1006.3pp | 802.84%-779.5pp | 345.32%-322.0pp |
| Employer contribution / active EE | $3,513 | $5,856-40.0% | $5,143-31.7% | $4,762-26.2% |
| Participant deferral / active EE | $8,279 | $5,948+39.2% | $5,198+59.3% | $5,850+41.5% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |