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 | $204,143 | $202,318+0.9% | $172,739+18.2% | $152,861+33.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.98% | 1029.65%-1007.7pp | 802.84%-780.9pp | 345.32%-323.3pp |
| Employer contribution / active EE | $1,280 | $5,856-78.1% | $5,143-75.1% | $4,762-73.1% |
| Participant deferral / active EE | $10,496 | $5,948+76.5% | $5,198+101.9% | $5,850+79.4% |
| Admin fee / account holder | $163 | $17,109-99.0% | $13,954-98.8% | $11,596-98.6% |