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 | $71,675 | $202,318-64.6% | $172,739-58.5% | $152,861-53.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.52% | 1029.65%-1005.1pp | 802.84%-778.3pp | 345.32%-320.8pp |
| Employer contribution / active EE | $5,810 | $5,856-0.8% | $5,143+13.0% | $4,762+22.0% |
| Participant deferral / active EE | $4,623 | $5,948-22.3% | $5,198-11.1% | $5,850-21.0% |
| Admin fee / account holder | $140 | $17,109-99.2% | $13,954-99.0% | $11,596-98.8% |