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 7-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 | $53,650 | $72,071-25.6% | $68,368-21.5% | $137,256-60.9% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 14.97% | 353.14%-338.2pp | 292.57%-277.6pp | 220.34%-205.4pp |
| Employer contribution / active EE | $2,420 | $2,788-13.2% | $2,649-8.6% | $4,156-41.8% |
| Participant deferral / active EE | $9,238 | $4,410+109.5% | $4,123+124.1% | $6,407+44.2% |
| Admin fee / account holder | $202 | $5,336-96.2% | $5,150-96.1% | $12,270-98.4% |