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 | $103,268 | $202,318-49.0% | $172,739-40.2% | $152,861-32.4% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 21.90% | 1029.65%-1007.7pp | 802.84%-780.9pp | 345.32%-323.4pp |
| Employer contribution / active EE | $6,570 | $5,856+12.2% | $5,143+27.7% | $4,762+37.9% |
| Participant deferral / active EE | $12,500 | $5,948+110.2% | $5,198+140.5% | $5,850+113.7% |
| Admin fee / account holder | $254 | $17,109-98.5% | $13,954-98.2% | $11,596-97.8% |