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 | $124,401 | $124,185+0.2% | $108,410+14.7% | $167,490-25.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 20.51% | 1379.64%-1359.1pp | 905.27%-884.8pp | 478.56%-458.1pp |
| Employer contribution / active EE | $2,463 | $4,187-41.2% | $3,558-30.8% | $4,837-49.1% |
| Participant deferral / active EE | $2,965 | $6,908-57.1% | $6,563-54.8% | $6,341-53.3% |
| Admin fee / account holder | $0 | $9,455-100.0% | $7,295-100.0% | $12,309-100.0% |