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 | $52,018 | $202,318-74.3% | $172,739-69.9% | $152,861-66.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 31.17% | 1029.65%-998.5pp | 802.84%-771.7pp | 345.32%-314.1pp |
| Employer contribution / active EE | $6,937 | $5,856+18.5% | $5,143+34.9% | $4,762+45.7% |
| Participant deferral / active EE | $6,982 | $5,948+17.4% | $5,198+34.3% | $5,850+19.3% |
| Admin fee / account holder | $20 | $17,109-99.9% | $13,954-99.9% | $11,596-99.8% |