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 | $45,996 | $202,318-77.3% | $172,739-73.4% | $152,861-69.9% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.4%+7.6pp |
| Annual return | 23.77% | 1029.65%-1005.9pp | 802.84%-779.1pp | 345.32%-321.5pp |
| Employer contribution / active EE | $1,382 | $5,856-76.4% | $5,143-73.1% | $4,762-71.0% |
| Participant deferral / active EE | $3,611 | $5,948-39.3% | $5,198-30.5% | $5,850-38.3% |
| Admin fee / account holder | $17 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |