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 | $124,499 | $202,318-38.5% | $172,739-27.9% | $152,861-18.6% |
| Participation rate | 86.7% | 87.1%-0.4pp | 82.6%+4.0pp | 82.4%+4.2pp |
| Annual return | 26.70% | 1029.65%-1003.0pp | 802.84%-776.1pp | 345.32%-318.6pp |
| Employer contribution / active EE | $1,842 | $5,856-68.5% | $5,143-64.2% | $4,762-61.3% |
| Participant deferral / active EE | $2,765 | $5,948-53.5% | $5,198-46.8% | $5,850-52.7% |
| Admin fee / account holder | $298 | $17,109-98.3% | $13,954-97.9% | $11,596-97.4% |