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 | $75,204 | $202,318-62.8% | $172,739-56.5% | $152,861-50.8% |
| Participation rate | 81.0% | 87.1%-6.1pp | 82.6%-1.7pp | 82.4%-1.5pp |
| Annual return | 19.87% | 1029.65%-1009.8pp | 802.84%-783.0pp | 345.32%-325.4pp |
| Employer contribution / active EE | $0 | $5,856-100.0% | $5,143-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,646 | $5,948-38.7% | $5,198-29.9% | $5,850-37.7% |
| Admin fee / account holder | $46 | $17,109-99.7% | $13,954-99.7% | $11,596-99.6% |