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 | $64,872 | $72,400-10.4% | $67,502-3.9% | $145,922-55.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.63% | 7182.46%-7169.8pp | 3512.12%-3499.5pp | 561.29%-548.7pp |
| Employer contribution / active EE | $5,222 | $3,069+70.1% | $2,731+91.2% | $4,660+12.1% |
| Participant deferral / active EE | $9,982 | $4,783+108.7% | $4,000+149.5% | $6,688+49.3% |
| Admin fee / account holder | $258 | $5,539-95.3% | $3,998-93.5% | $13,397-98.1% |