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 | $180,541 | $202,318-10.8% | $172,739+4.5% | $152,861+18.1% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.4%-11.0pp |
| Annual return | 27.64% | 1029.65%-1002.0pp | 802.84%-775.2pp | 345.32%-317.7pp |
| Employer contribution / active EE | $2,102 | $5,856-64.1% | $5,143-59.1% | $4,762-55.9% |
| Participant deferral / active EE | $5,936 | $5,948-0.2% | $5,198+14.2% | $5,850+1.5% |
| Admin fee / account holder | $276 | $17,109-98.4% | $13,954-98.0% | $11,596-97.6% |