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 | $64,460 | $169,032-61.9% | $129,207-50.1% | $145,922-55.8% |
| Participation rate | 71.4% | 76.4%-5.0pp | 69.6%+1.8pp | 80.3%-8.8pp |
| Annual return | 21.55% | 14330.11%-14308.6pp | 9417.33%-9395.8pp | 561.29%-539.7pp |
| Employer contribution / active EE | $3,403 | $5,537-38.5% | $4,153-18.1% | $4,660-27.0% |
| Participant deferral / active EE | $5,903 | $4,987+18.4% | $4,168+41.6% | $6,688-11.7% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |