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 | $48,347 | $202,318-76.1% | $172,739-72.0% | $152,861-68.4% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.4%-11.0pp |
| Annual return | 19.33% | 1029.65%-1010.3pp | 802.84%-783.5pp | 345.32%-326.0pp |
| Employer contribution / active EE | $1,962 | $5,856-66.5% | $5,143-61.9% | $4,762-58.8% |
| Participant deferral / active EE | $7,303 | $5,948+22.8% | $5,198+40.5% | $5,850+24.8% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |