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 9-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 | $34,104 | $100,852-66.2% | $90,404-62.3% | $158,922-78.5% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 19.50% | 1724.20%-1704.7pp | 1293.02%-1273.5pp | 302.83%-283.3pp |
| Employer contribution / active EE | $3,606 | $3,689-2.2% | $3,262+10.6% | $4,761-24.3% |
| Participant deferral / active EE | $6,302 | $4,348+44.9% | $3,963+59.0% | $5,982+5.3% |
| Admin fee / account holder | $120 | $6,501-98.2% | $5,611-97.9% | $11,246-98.9% |