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 | $133,815 | $202,318-33.9% | $172,739-22.5% | $152,861-12.5% |
| Participation rate | 70.0% | 87.1%-17.1pp | 82.6%-12.6pp | 82.4%-12.4pp |
| Annual return | 16.44% | 1029.65%-1013.2pp | 802.84%-786.4pp | 345.32%-328.9pp |
| Employer contribution / active EE | $1,771 | $5,856-69.8% | $5,143-65.6% | $4,762-62.8% |
| Participant deferral / active EE | $5,885 | $5,948-1.1% | $5,198+13.2% | $5,850+0.6% |
| Admin fee / account holder | $142 | $17,109-99.2% | $13,954-99.0% | $11,596-98.8% |