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 | $69,101 | $180,749-61.8% | $160,784-57.0% | $137,256-49.7% |
| Participation rate | 80.0% | 80.0%0pp | 77.0%+3.0pp | 80.0%0pp |
| Annual return | 18.91% | 2234.46%-2215.6pp | 1803.92%-1785.0pp | 220.34%-201.4pp |
| Employer contribution / active EE | $2,998 | $4,155-27.9% | $3,733-19.7% | $4,156-27.9% |
| Participant deferral / active EE | $9,894 | $6,844+44.6% | $6,293+57.2% | $6,407+54.4% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |