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 | $98,271 | $198,466-50.5% | $170,442-42.3% | $147,584-33.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 59.27% | 257.29%-198.0pp | 205.93%-146.7pp | 578.55%-519.3pp |
| Employer contribution / active EE | $5,347 | $6,184-13.5% | $5,433-1.6% | $4,876+9.6% |
| Participant deferral / active EE | $6,023 | $5,629+7.0% | $4,939+21.9% | $5,439+10.7% |
| Admin fee / account holder | $79 | $16,852-99.5% | $13,880-99.4% | $10,885-99.3% |