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 3-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 | $78,878 | $180,749-56.4% | $160,784-50.9% | $137,256-42.5% |
| Participation rate | 80.0% | 80.0%0pp | 77.0%+3.0pp | 80.0%0pp |
| Annual return | 26.49% | 2234.46%-2208.0pp | 1803.92%-1777.4pp | 220.34%-193.9pp |
| Employer contribution / active EE | $6,185 | $4,155+48.8% | $3,733+65.7% | $4,156+48.8% |
| Participant deferral / active EE | $14,575 | $6,844+113.0% | $6,293+131.6% | $6,407+127.5% |
| Admin fee / account holder | $40 | $10,397-99.6% | $9,717-99.6% | $12,270-99.7% |