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 | $53,307 | $202,318-73.7% | $172,739-69.1% | $152,861-65.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.32% | 1029.65%-1006.3pp | 802.84%-779.5pp | 345.32%-322.0pp |
| Employer contribution / active EE | $1,519 | $5,856-74.1% | $5,143-70.5% | $4,762-68.1% |
| Participant deferral / active EE | $2,598 | $5,948-56.3% | $5,198-50.0% | $5,850-55.6% |
| Admin fee / account holder | $206 | $17,109-98.8% | $13,954-98.5% | $11,596-98.2% |