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 3-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 | $17,356 | $72,400-76.0% | $67,502-74.3% | $145,922-88.1% |
| Participation rate | 80.0% | 76.9%+3.1pp | 72.9%+7.1pp | 80.3%-0.3pp |
| Annual return | 25.55% | 7182.46%-7156.9pp | 3512.12%-3486.6pp | 561.29%-535.7pp |
| Employer contribution / active EE | $2,583 | $3,069-15.8% | $2,731-5.4% | $4,660-44.6% |
| Participant deferral / active EE | $6,149 | $4,783+28.6% | $4,000+53.7% | $6,688-8.1% |
| Admin fee / account holder | $0 | $5,539-100.0% | $3,998-100.0% | $13,397-100.0% |