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 | $102,555 | $202,318-49.3% | $172,739-40.6% | $152,861-32.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 26.14% | 1029.65%-1003.5pp | 802.84%-776.7pp | 345.32%-319.2pp |
| Employer contribution / active EE | $2,595 | $5,856-55.7% | $5,143-49.5% | $4,762-45.5% |
| Participant deferral / active EE | $3,017 | $5,948-49.3% | $5,198-42.0% | $5,850-48.4% |
| Admin fee / account holder | $101 | $17,109-99.4% | $13,954-99.3% | $11,596-99.1% |