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 | $107,791 | $169,032-36.2% | $129,207-16.6% | $145,922-26.1% |
| Participation rate | 87.0% | 76.4%+10.5pp | 69.6%+17.3pp | 80.3%+6.7pp |
| Annual return | 10.02% | 14330.11%-14320.1pp | 9417.33%-9407.3pp | 561.29%-551.3pp |
| Employer contribution / active EE | $2,887 | $5,537-47.9% | $4,153-30.5% | $4,660-38.1% |
| Participant deferral / active EE | $5,002 | $4,987+0.3% | $4,168+20.0% | $6,688-25.2% |
| Admin fee / account holder | $83 | $9,954-99.2% | $7,715-98.9% | $13,397-99.4% |