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 | $84,919 | $169,032-49.8% | $129,207-34.3% | $145,922-41.8% |
| Participation rate | 88.2% | 76.4%+11.8pp | 69.6%+18.6pp | 80.3%+8.0pp |
| Annual return | 24.54% | 14330.11%-14305.6pp | 9417.33%-9392.8pp | 561.29%-536.7pp |
| Employer contribution / active EE | $1,138 | $5,537-79.4% | $4,153-72.6% | $4,660-75.6% |
| Participant deferral / active EE | $5,074 | $4,987+1.7% | $4,168+21.7% | $6,688-24.1% |
| Admin fee / account holder | $23 | $9,954-99.8% | $7,715-99.7% | $13,397-99.8% |