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 | $136,073 | $202,318-32.7% | $172,739-21.2% | $152,861-11.0% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 24.06% | 1029.65%-1005.6pp | 802.84%-778.8pp | 345.32%-321.3pp |
| Employer contribution / active EE | $3,601 | $5,856-38.5% | $5,143-30.0% | $4,762-24.4% |
| Participant deferral / active EE | $7,839 | $5,948+31.8% | $5,198+50.8% | $5,850+34.0% |
| Admin fee / account holder | $42 | $17,109-99.8% | $13,954-99.7% | $11,596-99.6% |