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 | $123,842 | $202,318-38.8% | $172,739-28.3% | $152,861-19.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.88% | 1029.65%-1012.8pp | 802.84%-786.0pp | 345.32%-328.4pp |
| Employer contribution / active EE | $4,701 | $5,856-19.7% | $5,143-8.6% | $4,762-1.3% |
| Participant deferral / active EE | $2,727 | $5,948-54.2% | $5,198-47.5% | $5,850-53.4% |
| Admin fee / account holder | $298 | $17,109-98.3% | $13,954-97.9% | $11,596-97.4% |