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 | $20,966 | $72,400-71.0% | $67,502-68.9% | $145,922-85.6% |
| Participation rate | 80.0% | 76.9%+3.1pp | 72.9%+7.1pp | 80.3%-0.3pp |
| Annual return | 13.96% | 7182.46%-7168.5pp | 3512.12%-3498.2pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,319 | $3,069-57.0% | $2,731-51.7% | $4,660-71.7% |
| Participant deferral / active EE | $3,427 | $4,783-28.3% | $4,000-14.3% | $6,688-48.8% |
| Admin fee / account holder | $0 | $5,539-100.0% | $3,998-100.0% | $13,397-100.0% |