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 | $50,390 | $152,587-67.0% | $125,175-59.7% | $152,861-67.0% |
| Participation rate | 77.8% | 83.3%-5.6pp | 79.8%-2.0pp | 82.4%-4.7pp |
| Annual return | 111.00% | 54.84%+56.2pp | 43.79%+67.2pp | 345.32%-234.3pp |
| Employer contribution / active EE | $3,938 | $4,946-20.4% | $3,865+1.9% | $4,762-17.3% |
| Participant deferral / active EE | $4,835 | $5,868-17.6% | $4,937-2.1% | $5,850-17.4% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |