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 | $70,671 | $202,318-65.1% | $172,739-59.1% | $152,861-53.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.22% | 1029.65%-1005.4pp | 802.84%-778.6pp | 345.32%-321.1pp |
| Employer contribution / active EE | $1,440 | $5,856-75.4% | $5,143-72.0% | $4,762-69.8% |
| Participant deferral / active EE | $5,193 | $5,948-12.7% | $5,198-0.1% | $5,850-11.2% |
| Admin fee / account holder | $6 | $17,109-100.0% | $13,954-100.0% | $11,596-99.9% |