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 | $115,467 | $202,318-42.9% | $172,739-33.2% | $152,861-24.5% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.4%+6.4pp |
| Annual return | 20.63% | 1029.65%-1009.0pp | 802.84%-782.2pp | 345.32%-324.7pp |
| Employer contribution / active EE | $3,293 | $5,856-43.8% | $5,143-36.0% | $4,762-30.9% |
| Participant deferral / active EE | $4,768 | $5,948-19.8% | $5,198-8.3% | $5,850-18.5% |
| Admin fee / account holder | $144 | $17,109-99.2% | $13,954-99.0% | $11,596-98.8% |