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 | $33,226 | $202,432-83.6% | $169,368-80.4% | $139,434-76.2% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 27.98% | 531.74%-503.8pp | 405.60%-377.6pp | 372.94%-345.0pp |
| Employer contribution / active EE | $2,673 | $4,692-43.0% | $4,013-33.4% | $4,751-43.7% |
| Participant deferral / active EE | $11,597 | $6,938+67.2% | $6,221+86.4% | $6,710+72.8% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |