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 | $105,311 | $202,318-47.9% | $172,739-39.0% | $152,861-31.1% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 26.27% | 1029.65%-1003.4pp | 802.84%-776.6pp | 345.32%-319.1pp |
| Employer contribution / active EE | $1,543 | $5,856-73.6% | $5,143-70.0% | $4,762-67.6% |
| Participant deferral / active EE | $4,760 | $5,948-20.0% | $5,198-8.4% | $5,850-18.6% |
| Admin fee / account holder | $17 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |