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 | $166,739 | $109,817+51.8% | $98,442+69.4% | $167,490-0.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.48% | 1956.69%-1940.2pp | 1492.73%-1476.2pp | 478.56%-462.1pp |
| Employer contribution / active EE | $4,427 | $3,224+37.3% | $2,960+49.6% | $4,837-8.5% |
| Participant deferral / active EE | $14,248 | $4,673+204.9% | $4,276+233.2% | $6,341+124.7% |
| Admin fee / account holder | $279 | $6,753-95.9% | $5,949-95.3% | $12,309-97.7% |