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 | $177,070 | $202,318-12.5% | $172,739+2.5% | $152,861+15.8% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 24.41% | 1029.65%-1005.2pp | 802.84%-778.4pp | 345.32%-320.9pp |
| Employer contribution / active EE | $4,425 | $5,856-24.4% | $5,143-14.0% | $4,762-7.1% |
| Participant deferral / active EE | $6,545 | $5,948+10.0% | $5,198+25.9% | $5,850+11.9% |
| Admin fee / account holder | $12 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |