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 | $53,435 | $202,318-73.6% | $172,739-69.1% | $152,861-65.0% |
| Participation rate | 94.1% | 87.1%+7.1pp | 82.6%+11.5pp | 82.4%+11.7pp |
| Annual return | 30.26% | 1029.65%-999.4pp | 802.84%-772.6pp | 345.32%-315.1pp |
| Employer contribution / active EE | $10,132 | $5,856+73.0% | $5,143+97.0% | $4,762+112.8% |
| Participant deferral / active EE | $5,178 | $5,948-13.0% | $5,198-0.4% | $5,850-11.5% |
| Admin fee / account holder | $213 | $17,109-98.8% | $13,954-98.5% | $11,596-98.2% |