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 9-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 | $57,874 | $109,817-47.3% | $98,442-41.2% | $167,490-65.4% |
| Participation rate | 80.0% | 75.8%+4.2pp | 73.3%+6.7pp | 82.1%-2.1pp |
| Annual return | 23.06% | 1956.69%-1933.6pp | 1492.73%-1469.7pp | 478.56%-455.5pp |
| Employer contribution / active EE | $2,795 | $3,224-13.3% | $2,960-5.6% | $4,837-42.2% |
| Participant deferral / active EE | $4,380 | $4,673-6.3% | $4,276+2.4% | $6,341-30.9% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |