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 | $28,972 | $169,032-82.9% | $129,207-77.6% | $145,922-80.1% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 13.21% | 14330.11%-14316.9pp | 9417.33%-9404.1pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,442 | $5,537-74.0% | $4,153-65.3% | $4,660-69.0% |
| Participant deferral / active EE | $3,494 | $4,987-29.9% | $4,168-16.2% | $6,688-47.8% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |