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 | $60,344 | $202,318-70.2% | $172,739-65.1% | $152,861-60.5% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 23.57% | 1029.65%-1006.1pp | 802.84%-779.3pp | 345.32%-321.7pp |
| Employer contribution / active EE | $1,251 | $5,856-78.6% | $5,143-75.7% | $4,762-73.7% |
| Participant deferral / active EE | $2,097 | $5,948-64.7% | $5,198-59.7% | $5,850-64.2% |
| Admin fee / account holder | $285 | $17,109-98.3% | $13,954-98.0% | $11,596-97.5% |