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 | $51,019 | $202,318-74.8% | $172,739-70.5% | $152,861-66.6% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.4%+9.2pp |
| Annual return | 27.67% | 1029.65%-1002.0pp | 802.84%-775.2pp | 345.32%-317.6pp |
| Employer contribution / active EE | $1,729 | $5,856-70.5% | $5,143-66.4% | $4,762-63.7% |
| Participant deferral / active EE | $5,362 | $5,948-9.9% | $5,198+3.2% | $5,850-8.3% |
| Admin fee / account holder | $224 | $17,109-98.7% | $13,954-98.4% | $11,596-98.1% |