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 | $70,686 | $202,318-65.1% | $172,739-59.1% | $152,861-53.8% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 33.90% | 1029.65%-995.8pp | 802.84%-768.9pp | 345.32%-311.4pp |
| Employer contribution / active EE | $2,839 | $5,856-51.5% | $5,143-44.8% | $4,762-40.4% |
| Participant deferral / active EE | $4,039 | $5,948-32.1% | $5,198-22.3% | $5,850-31.0% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |