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 5-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 | $48,280 | $169,032-71.4% | $129,207-62.6% | $145,922-66.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.84% | 14330.11%-14313.3pp | 9417.33%-9400.5pp | 561.29%-544.4pp |
| Employer contribution / active EE | $1,339 | $5,537-75.8% | $4,153-67.8% | $4,660-71.3% |
| Participant deferral / active EE | $18,506 | $4,987+271.0% | $4,168+344.0% | $6,688+176.7% |
| Admin fee / account holder | $158 | $9,954-98.4% | $7,715-98.0% | $13,397-98.8% |