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 | $26,509 | $85,766-69.1% | $136,294-80.6% | $70,131-62.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.90% | 31.45%-13.6pp | 5155.94%-5138.0pp | 73.14%-55.2pp |
| Employer contribution / active EE | $2,737 | $2,966-7.7% | $4,695-41.7% | $2,342+16.9% |
| Participant deferral / active EE | $3,109 | $5,051-38.5% | $6,247-50.2% | $3,332-6.7% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |