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 | $48,098 | $202,318-76.2% | $172,739-72.2% | $152,861-68.5% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.4%+7.6pp |
| Annual return | 47.00% | 1029.65%-982.7pp | 802.84%-755.8pp | 345.32%-298.3pp |
| Employer contribution / active EE | $1,541 | $5,856-73.7% | $5,143-70.0% | $4,762-67.6% |
| Participant deferral / active EE | $5,440 | $5,948-8.5% | $5,198+4.7% | $5,850-7.0% |
| Admin fee / account holder | $187 | $17,109-98.9% | $13,954-98.7% | $11,596-98.4% |