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 8-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 | $81,001 | $180,749-55.2% | $160,784-49.6% | $137,256-41.0% |
| Participation rate | 92.3% | 80.0%+12.3pp | 77.0%+15.4pp | 80.0%+12.3pp |
| Annual return | 21.48% | 2234.46%-2213.0pp | 1803.92%-1782.4pp | 220.34%-198.9pp |
| Employer contribution / active EE | $10,705 | $4,155+157.6% | $3,733+186.8% | $4,156+157.6% |
| Participant deferral / active EE | $7,535 | $6,844+10.1% | $6,293+19.7% | $6,407+17.6% |
| Admin fee / account holder | $13 | $10,397-99.9% | $9,717-99.9% | $12,270-99.9% |