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 | $174,886 | $202,318-13.6% | $172,739+1.2% | $152,861+14.4% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 27.77% | 1029.65%-1001.9pp | 802.84%-775.1pp | 345.32%-317.5pp |
| Employer contribution / active EE | $9,734 | $5,856+66.2% | $5,143+89.3% | $4,762+104.4% |
| Participant deferral / active EE | $4,850 | $5,948-18.5% | $5,198-6.7% | $5,850-17.1% |
| Admin fee / account holder | $115 | $17,109-99.3% | $13,954-99.2% | $11,596-99.0% |