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 | $85,646 | $202,318-57.7% | $172,739-50.4% | $152,861-44.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.71% | 1029.65%-1009.9pp | 802.84%-783.1pp | 345.32%-325.6pp |
| Employer contribution / active EE | $2,930 | $5,856-50.0% | $5,143-43.0% | $4,762-38.5% |
| Participant deferral / active EE | $2,375 | $5,948-60.1% | $5,198-54.3% | $5,850-59.4% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |