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 | $65,491 | $202,318-67.6% | $172,739-62.1% | $152,861-57.2% |
| Participation rate | 86.4% | 87.1%-0.7pp | 82.6%+3.7pp | 82.4%+3.9pp |
| Annual return | 21.78% | 1029.65%-1007.9pp | 802.84%-781.1pp | 345.32%-323.5pp |
| Employer contribution / active EE | $2,727 | $5,856-53.4% | $5,143-47.0% | $4,762-42.7% |
| Participant deferral / active EE | $3,264 | $5,948-45.1% | $5,198-37.2% | $5,850-44.2% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |