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 | $124,714 | $72,400+72.3% | $67,502+84.8% | $145,922-14.5% |
| Participation rate | 83.3% | 76.9%+6.5pp | 72.9%+10.5pp | 80.3%+3.1pp |
| Annual return | 33.00% | 7182.46%-7149.5pp | 3512.12%-3479.1pp | 561.29%-528.3pp |
| Employer contribution / active EE | $4,575 | $3,069+49.0% | $2,731+67.5% | $4,660-1.8% |
| Participant deferral / active EE | $9,674 | $4,783+102.3% | $4,000+141.9% | $6,688+44.6% |
| Admin fee / account holder | $24 | $5,539-99.6% | $3,998-99.4% | $13,397-99.8% |