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 | $25,074 | $85,766-70.8% | $136,294-81.6% | $70,131-64.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 22.57% | 31.45%-8.9pp | 5155.94%-5133.4pp | 73.14%-50.6pp |
| Employer contribution / active EE | $5,178 | $2,966+74.6% | $4,695+10.3% | $2,342+121.0% |
| Participant deferral / active EE | $4,274 | $5,051-15.4% | $6,247-31.6% | $3,332+28.3% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |