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 | $197,102 | $72,400+172.2% | $67,502+192.0% | $145,922+35.1% |
| Participation rate | 77.8% | 76.9%+0.9pp | 72.9%+4.9pp | 80.3%-2.5pp |
| Annual return | 15.81% | 7182.46%-7166.7pp | 3512.12%-3496.3pp | 561.29%-545.5pp |
| Employer contribution / active EE | $2,892 | $3,069-5.8% | $2,731+5.9% | $4,660-37.9% |
| Participant deferral / active EE | $18,034 | $4,783+277.0% | $4,000+350.9% | $6,688+169.7% |
| Admin fee / account holder | $56 | $5,539-99.0% | $3,998-98.6% | $13,397-99.6% |