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 | $231,360 | $202,318+14.4% | $172,739+33.9% | $152,861+51.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 30.23% | 1029.65%-999.4pp | 802.84%-772.6pp | 345.32%-315.1pp |
| Employer contribution / active EE | $2,098 | $5,856-64.2% | $5,143-59.2% | $4,762-55.9% |
| Participant deferral / active EE | $5,320 | $5,948-10.6% | $5,198+2.4% | $5,850-9.1% |
| Admin fee / account holder | $202 | $17,109-98.8% | $13,954-98.6% | $11,596-98.3% |