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 | $189,983 | $202,318-6.1% | $172,739+10.0% | $152,861+24.3% |
| Participation rate | 70.0% | 87.1%-17.1pp | 82.6%-12.6pp | 82.4%-12.4pp |
| Annual return | 25.38% | 1029.65%-1004.3pp | 802.84%-777.5pp | 345.32%-319.9pp |
| Employer contribution / active EE | $4,106 | $5,856-29.9% | $5,143-20.2% | $4,762-13.8% |
| Participant deferral / active EE | $7,854 | $5,948+32.0% | $5,198+51.1% | $5,850+34.2% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |