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 | $65,859 | $202,318-67.4% | $172,739-61.9% | $152,861-56.9% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.4%+6.4pp |
| Annual return | 23.18% | 1029.65%-1006.5pp | 802.84%-779.7pp | 345.32%-322.1pp |
| Employer contribution / active EE | $6,667 | $5,856+13.8% | $5,143+29.6% | $4,762+40.0% |
| Participant deferral / active EE | $4,310 | $5,948-27.5% | $5,198-17.1% | $5,850-26.3% |
| Admin fee / account holder | $242 | $17,109-98.6% | $13,954-98.3% | $11,596-97.9% |