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 7-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 | $44,813 | $169,032-73.5% | $129,207-65.3% | $145,922-69.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.72% | 14330.11%-14313.4pp | 9417.33%-9400.6pp | 561.29%-544.6pp |
| Employer contribution / active EE | $6,369 | $5,537+15.0% | $4,153+53.3% | $4,660+36.7% |
| Participant deferral / active EE | $5,475 | $4,987+9.8% | $4,168+31.4% | $6,688-18.1% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |