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 | $225,915 | $202,318+11.7% | $172,739+30.8% | $152,861+47.8% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 21.58% | 1029.65%-1008.1pp | 802.84%-781.3pp | 345.32%-323.7pp |
| Employer contribution / active EE | $3,388 | $5,856-42.2% | $5,143-34.1% | $4,762-28.9% |
| Participant deferral / active EE | $5,766 | $5,948-3.1% | $5,198+10.9% | $5,850-1.4% |
| Admin fee / account holder | $25 | $17,109-99.9% | $13,954-99.8% | $11,596-99.8% |