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 | $26,472 | $169,032-84.3% | $129,207-79.5% | $145,922-81.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.90% | 14330.11%-14314.2pp | 9417.33%-9401.4pp | 561.29%-545.4pp |
| Employer contribution / active EE | $2,544 | $5,537-54.1% | $4,153-38.7% | $4,660-45.4% |
| Participant deferral / active EE | $4,293 | $4,987-13.9% | $4,168+3.0% | $6,688-35.8% |
| Admin fee / account holder | $147 | $9,954-98.5% | $7,715-98.1% | $13,397-98.9% |