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 | $181,230 | $202,318-10.4% | $172,739+4.9% | $152,861+18.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.08% | 1029.65%-1007.6pp | 802.84%-780.8pp | 345.32%-323.2pp |
| Employer contribution / active EE | $2,507 | $5,856-57.2% | $5,143-51.3% | $4,762-47.4% |
| Participant deferral / active EE | $5,670 | $5,948-4.7% | $5,198+9.1% | $5,850-3.1% |
| Admin fee / account holder | $191 | $17,109-98.9% | $13,954-98.6% | $11,596-98.4% |