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 | $79,472 | $202,318-60.7% | $172,739-54.0% | $152,861-48.0% |
| Participation rate | 92.9% | 87.1%+5.8pp | 82.6%+10.2pp | 82.4%+10.4pp |
| Annual return | 21.64% | 1029.65%-1008.0pp | 802.84%-781.2pp | 345.32%-323.7pp |
| Employer contribution / active EE | $7,790 | $5,856+33.0% | $5,143+51.5% | $4,762+63.6% |
| Participant deferral / active EE | $8,493 | $5,948+42.8% | $5,198+63.4% | $5,850+45.2% |
| Admin fee / account holder | $156 | $17,109-99.1% | $13,954-98.9% | $11,596-98.7% |