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 | $34,353 | $202,318-83.0% | $172,739-80.1% | $152,861-77.5% |
| Participation rate | 89.5% | 87.1%+2.4pp | 82.6%+6.8pp | 82.4%+7.0pp |
| Annual return | 14.58% | 1029.65%-1015.1pp | 802.84%-788.3pp | 345.32%-330.7pp |
| Employer contribution / active EE | $4,087 | $5,856-30.2% | $5,143-20.5% | $4,762-14.2% |
| Participant deferral / active EE | $4,456 | $5,948-25.1% | $5,198-14.3% | $5,850-23.8% |
| Admin fee / account holder | $266 | $17,109-98.4% | $13,954-98.1% | $11,596-97.7% |