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 | $75,628 | $169,032-55.3% | $129,207-41.5% | $145,922-48.2% |
| Participation rate | 83.3% | 76.4%+6.9pp | 69.6%+13.7pp | 80.3%+3.1pp |
| Annual return | 12.42% | 14330.11%-14317.7pp | 9417.33%-9404.9pp | 561.29%-548.9pp |
| Employer contribution / active EE | $3,795 | $5,537-31.5% | $4,153-8.6% | $4,660-18.6% |
| Participant deferral / active EE | $753 | $4,987-84.9% | $4,168-81.9% | $6,688-88.7% |
| Admin fee / account holder | $197 | $9,954-98.0% | $7,715-97.4% | $13,397-98.5% |