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 | $111,286 | $202,318-45.0% | $172,739-35.6% | $152,861-27.2% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 25.14% | 1029.65%-1004.5pp | 802.84%-777.7pp | 345.32%-320.2pp |
| Employer contribution / active EE | $2,044 | $5,856-65.1% | $5,143-60.3% | $4,762-57.1% |
| Participant deferral / active EE | $7,317 | $5,948+23.0% | $5,198+40.8% | $5,850+25.1% |
| Admin fee / account holder | $145 | $17,109-99.2% | $13,954-99.0% | $11,596-98.7% |