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 | $110,644 | $202,318-45.3% | $172,739-35.9% | $152,861-27.6% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 26.25% | 1029.65%-1003.4pp | 802.84%-776.6pp | 345.32%-319.1pp |
| Employer contribution / active EE | $3,447 | $5,856-41.1% | $5,143-33.0% | $4,762-27.6% |
| Participant deferral / active EE | $6,642 | $5,948+11.7% | $5,198+27.8% | $5,850+13.5% |
| Admin fee / account holder | $11 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |