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 8-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 | $124,721 | $152,587-18.3% | $125,175-0.4% | $152,861-18.4% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.4%+0.9pp |
| Annual return | 23.06% | 54.84%-31.8pp | 43.79%-20.7pp | 345.32%-322.3pp |
| Employer contribution / active EE | $13,696 | $4,946+176.9% | $3,865+254.3% | $4,762+187.6% |
| Participant deferral / active EE | $3,554 | $5,868-39.4% | $4,937-28.0% | $5,850-39.2% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |