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 | $32,573 | $202,318-83.9% | $172,739-81.1% | $152,861-78.7% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 26.01% | 1029.65%-1003.6pp | 802.84%-776.8pp | 345.32%-319.3pp |
| Employer contribution / active EE | $2,457 | $5,856-58.0% | $5,143-52.2% | $4,762-48.4% |
| Participant deferral / active EE | $4,529 | $5,948-23.9% | $5,198-12.9% | $5,850-22.6% |
| Admin fee / account holder | $231 | $17,109-98.7% | $13,954-98.3% | $11,596-98.0% |