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 | $164,933 | $180,749-8.8% | $160,784+2.6% | $137,256+20.2% |
| Participation rate | 75.0% | 80.0%-5.0pp | 77.0%-2.0pp | 80.0%-5.0pp |
| Annual return | 15.58% | 2234.46%-2218.9pp | 1803.92%-1788.3pp | 220.34%-204.8pp |
| Employer contribution / active EE | $8,960 | $4,155+115.6% | $3,733+140.0% | $4,156+115.6% |
| Participant deferral / active EE | $14,114 | $6,844+106.2% | $6,293+124.3% | $6,407+120.3% |
| Admin fee / account holder | $291 | $10,397-97.2% | $9,717-97.0% | $12,270-97.6% |