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 | $50,417 | $202,318-75.1% | $172,739-70.8% | $152,861-67.0% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 22.35% | 1029.65%-1007.3pp | 802.84%-780.5pp | 345.32%-323.0pp |
| Employer contribution / active EE | $2,843 | $5,856-51.4% | $5,143-44.7% | $4,762-40.3% |
| Participant deferral / active EE | $6,614 | $5,948+11.2% | $5,198+27.2% | $5,850+13.0% |
| Admin fee / account holder | $20 | $17,109-99.9% | $13,954-99.9% | $11,596-99.8% |