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 | $109,619 | $202,318-45.8% | $172,739-36.5% | $152,861-28.3% |
| Participation rate | 78.6% | 87.1%-8.5pp | 82.6%-4.1pp | 82.4%-3.9pp |
| Annual return | 22.41% | 1029.65%-1007.2pp | 802.84%-780.4pp | 345.32%-322.9pp |
| Employer contribution / active EE | $2,147 | $5,856-63.3% | $5,143-58.2% | $4,762-54.9% |
| Participant deferral / active EE | $8,739 | $5,948+46.9% | $5,198+68.1% | $5,850+49.4% |
| Admin fee / account holder | $89 | $17,109-99.5% | $13,954-99.4% | $11,596-99.2% |