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 | $193,545 | $202,318-4.3% | $172,739+12.0% | $152,861+26.6% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.4%+6.4pp |
| Annual return | 22.73% | 1029.65%-1006.9pp | 802.84%-780.1pp | 345.32%-322.6pp |
| Employer contribution / active EE | $1,716 | $5,856-70.7% | $5,143-66.6% | $4,762-64.0% |
| Participant deferral / active EE | $8,134 | $5,948+36.8% | $5,198+56.5% | $5,850+39.0% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |