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 | $109,732 | $202,318-45.8% | $172,739-36.5% | $152,861-28.2% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.4%+7.6pp |
| Annual return | 24.42% | 1029.65%-1005.2pp | 802.84%-778.4pp | 345.32%-320.9pp |
| Employer contribution / active EE | $1,382 | $5,856-76.4% | $5,143-73.1% | $4,762-71.0% |
| Participant deferral / active EE | $5,150 | $5,948-13.4% | $5,198-0.9% | $5,850-12.0% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |