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 | $75,756 | $202,318-62.6% | $172,739-56.1% | $152,861-50.4% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 24.89% | 1029.65%-1004.8pp | 802.84%-778.0pp | 345.32%-320.4pp |
| Employer contribution / active EE | $1,875 | $5,856-68.0% | $5,143-63.5% | $4,762-60.6% |
| Participant deferral / active EE | $2,620 | $5,948-56.0% | $5,198-49.6% | $5,850-55.2% |
| Admin fee / account holder | $176 | $17,109-99.0% | $13,954-98.7% | $11,596-98.5% |