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 | $63,663 | $202,318-68.5% | $172,739-63.1% | $152,861-58.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.83% | 1029.65%-1012.8pp | 802.84%-786.0pp | 345.32%-328.5pp |
| Employer contribution / active EE | $5,985 | $5,856+2.2% | $5,143+16.4% | $4,762+25.7% |
| Participant deferral / active EE | $4,196 | $5,948-29.5% | $5,198-19.3% | $5,850-28.3% |
| Admin fee / account holder | $226 | $17,109-98.7% | $13,954-98.4% | $11,596-98.0% |