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 | $103,979 | $202,318-48.6% | $172,739-39.8% | $152,861-32.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.15% | 1029.65%-1011.5pp | 802.84%-784.7pp | 345.32%-327.2pp |
| Employer contribution / active EE | $2,766 | $5,856-52.8% | $5,143-46.2% | $4,762-41.9% |
| Participant deferral / active EE | $2,492 | $5,948-58.1% | $5,198-52.1% | $5,850-57.4% |
| Admin fee / account holder | $118 | $17,109-99.3% | $13,954-99.2% | $11,596-99.0% |