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 | $56,549 | $169,161-66.6% | $129,295-56.3% | $145,959-61.3% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 16.56% | 14348.07%-14331.5pp | 9429.28%-9412.7pp | 561.95%-545.4pp |
| Employer contribution / active EE | $1,521 | $5,543-72.6% | $4,157-63.4% | $4,661-67.4% |
| Participant deferral / active EE | $5,399 | $4,989+8.2% | $4,169+29.5% | $6,689-19.3% |
| Admin fee / account holder | $46 | $9,878-99.5% | $7,665-99.4% | $13,398-99.7% |