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 | $105,265 | $109,817-4.1% | $98,442+6.9% | $167,490-37.2% |
| Participation rate | 77.8% | 75.8%+2.0pp | 73.3%+4.4pp | 82.1%-4.3pp |
| Annual return | 15.80% | 1956.69%-1940.9pp | 1492.73%-1476.9pp | 478.56%-462.8pp |
| Employer contribution / active EE | $2,513 | $3,224-22.1% | $2,960-15.1% | $4,837-48.1% |
| Participant deferral / active EE | $3,904 | $4,673-16.5% | $4,276-8.7% | $6,341-38.4% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |