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 | $194,400 | $102,604+89.5% | $86,188+125.6% | $139,434+39.4% |
| Participation rate | 81.3% | 74.5%+6.8pp | 69.0%+12.3pp | 80.3%+0.9pp |
| Annual return | 20.00% | 1922.51%-1902.5pp | 1168.45%-1148.5pp | 372.94%-352.9pp |
| Employer contribution / active EE | $2,639 | $3,032-13.0% | $2,380+10.9% | $4,751-44.4% |
| Participant deferral / active EE | $4,862 | $4,676+4.0% | $3,985+22.0% | $6,710-27.5% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |