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 | $44,466 | $111,535-60.1% | $105,223-57.7% | $137,256-67.6% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.0%-5.0pp | 80.0%-10.0pp |
| Annual return | 16.27% | 237.85%-221.6pp | 180.65%-164.4pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,400 | $3,939-64.5% | $3,689-62.0% | $4,156-66.3% |
| Participant deferral / active EE | $4,090 | $5,500-25.6% | $5,072-19.4% | $6,407-36.2% |
| Admin fee / account holder | $293 | $9,721-97.0% | $8,859-96.7% | $12,270-97.6% |