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 | $45,936 | $169,032-72.8% | $129,207-64.4% | $145,922-68.5% |
| Participation rate | 71.4% | 76.4%-5.0pp | 69.6%+1.8pp | 80.3%-8.8pp |
| Annual return | 12.09% | 14330.11%-14318.0pp | 9417.33%-9405.2pp | 561.29%-549.2pp |
| Employer contribution / active EE | $1,403 | $5,537-74.7% | $4,153-66.2% | $4,660-69.9% |
| Participant deferral / active EE | $3,906 | $4,987-21.7% | $4,168-6.3% | $6,688-41.6% |
| Admin fee / account holder | $179 | $9,954-98.2% | $7,715-97.7% | $13,397-98.7% |