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 4-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 | $32,844 | $180,749-81.8% | $160,784-79.6% | $137,256-76.1% |
| Participation rate | 71.4% | 80.0%-8.5pp | 77.0%-5.5pp | 80.0%-8.5pp |
| Annual return | 25.24% | 2234.46%-2209.2pp | 1803.92%-1778.7pp | 220.34%-195.1pp |
| Employer contribution / active EE | $1,783 | $4,155-57.1% | $3,733-52.2% | $4,156-57.1% |
| Participant deferral / active EE | $4,485 | $6,844-34.5% | $6,293-28.7% | $6,407-30.0% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |