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 | $73,814 | $169,032-56.3% | $129,207-42.9% | $145,922-49.4% |
| Participation rate | 94.7% | 76.4%+18.3pp | 69.6%+25.1pp | 80.3%+14.5pp |
| Annual return | 17.04% | 14330.11%-14313.1pp | 9417.33%-9400.3pp | 561.29%-544.2pp |
| Employer contribution / active EE | $1,834 | $5,537-66.9% | $4,153-55.8% | $4,660-60.6% |
| Participant deferral / active EE | $4,644 | $4,987-6.9% | $4,168+11.4% | $6,688-30.6% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |