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 | $14,602 | $99,020-85.3% | $86,590-83.1% | $147,584-90.1% |
| Participation rate | 71.4% | 76.3%-4.9pp | 73.5%-2.1pp | 82.8%-11.4pp |
| Annual return | 26.00% | 1312.34%-1286.3pp | 964.84%-938.8pp | 578.55%-552.6pp |
| Employer contribution / active EE | $1,312 | $3,132-58.1% | $2,839-53.8% | $4,876-73.1% |
| Participant deferral / active EE | $4,503 | $3,972+13.4% | $3,609+24.8% | $5,439-17.2% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |