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 6-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 | $43,740 | $169,032-74.1% | $129,207-66.1% | $145,922-70.0% |
| Participation rate | 87.5% | 76.4%+11.1pp | 69.6%+17.9pp | 80.3%+7.2pp |
| Annual return | 13.25% | 14330.11%-14316.9pp | 9417.33%-9404.1pp | 561.29%-548.0pp |
| Employer contribution / active EE | $4,772 | $5,537-13.8% | $4,153+14.9% | $4,660+2.4% |
| Participant deferral / active EE | $7,429 | $4,987+49.0% | $4,168+78.3% | $6,688+11.1% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |