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 | $223,340 | $202,318+10.4% | $172,739+29.3% | $152,861+46.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 13.05% | 1029.65%-1016.6pp | 802.84%-789.8pp | 345.32%-332.3pp |
| Employer contribution / active EE | $3,162 | $5,856-46.0% | $5,143-38.5% | $4,762-33.6% |
| Participant deferral / active EE | $8,018 | $5,948+34.8% | $5,198+54.3% | $5,850+37.1% |
| Admin fee / account holder | $60 | $17,109-99.6% | $13,954-99.6% | $11,596-99.5% |