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 | $60,167 | $202,318-70.3% | $172,739-65.2% | $152,861-60.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.14% | 1029.65%-1009.5pp | 802.84%-782.7pp | 345.32%-325.2pp |
| Employer contribution / active EE | $6,921 | $5,856+18.2% | $5,143+34.6% | $4,762+45.3% |
| Participant deferral / active EE | $4,810 | $5,948-19.1% | $5,198-7.5% | $5,850-17.8% |
| Admin fee / account holder | $91 | $17,109-99.5% | $13,954-99.3% | $11,596-99.2% |