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 | $73,896 | $202,318-63.5% | $172,739-57.2% | $152,861-51.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.62% | 1029.65%-1007.0pp | 802.84%-780.2pp | 345.32%-322.7pp |
| Employer contribution / active EE | $6,055 | $5,856+3.4% | $5,143+17.7% | $4,762+27.1% |
| Participant deferral / active EE | $2,773 | $5,948-53.4% | $5,198-46.6% | $5,850-52.6% |
| Admin fee / account holder | $248 | $17,109-98.6% | $13,954-98.2% | $11,596-97.9% |