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 7-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 | $40,378 | $228,332-82.3% | $185,823-78.3% | $158,922-74.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 35.81% | 40.80%-5.0pp | 35.95%-0.1pp | 302.83%-267.0pp |
| Employer contribution / active EE | $7,621 | $4,967+53.4% | $4,087+86.4% | $4,761+60.1% |
| Participant deferral / active EE | $12,539 | $6,415+95.5% | $5,632+122.6% | $5,982+109.6% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |