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 | $70,157 | $202,318-65.3% | $172,739-59.4% | $152,861-54.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.26% | 1029.65%-1011.4pp | 802.84%-784.6pp | 345.32%-327.1pp |
| Employer contribution / active EE | $4,661 | $5,856-20.4% | $5,143-9.4% | $4,762-2.1% |
| Participant deferral / active EE | $3,826 | $5,948-35.7% | $5,198-26.4% | $5,850-34.6% |
| Admin fee / account holder | $251 | $17,109-98.5% | $13,954-98.2% | $11,596-97.8% |