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 4-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 | $73,246 | $180,749-59.5% | $160,784-54.4% | $137,256-46.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 10.78% | 2234.46%-2223.7pp | 1803.92%-1793.1pp | 220.34%-209.6pp |
| Employer contribution / active EE | $10,515 | $4,155+153.1% | $3,733+181.7% | $4,156+153.0% |
| Participant deferral / active EE | $17,331 | $6,844+153.2% | $6,293+175.4% | $6,407+170.5% |
| Admin fee / account holder | $18 | $10,397-99.8% | $9,717-99.8% | $12,270-99.9% |