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 5-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 | $70,341 | $169,161-58.4% | $129,295-45.6% | $145,959-51.8% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 17.46% | 14348.07%-14330.6pp | 9429.28%-9411.8pp | 561.95%-544.5pp |
| Employer contribution / active EE | $5,425 | $5,543-2.1% | $4,157+30.5% | $4,661+16.4% |
| Participant deferral / active EE | $5,750 | $4,989+15.2% | $4,169+37.9% | $6,689-14.0% |
| Admin fee / account holder | $0 | $9,878-100.0% | $7,665-100.0% | $13,398-100.0% |