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 | $38,142 | $202,318-81.1% | $172,739-77.9% | $152,861-75.0% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 12.55% | 1029.65%-1017.1pp | 802.84%-790.3pp | 345.32%-332.8pp |
| Employer contribution / active EE | $1,602 | $5,856-72.6% | $5,143-68.8% | $4,762-66.4% |
| Participant deferral / active EE | $3,567 | $5,948-40.0% | $5,198-31.4% | $5,850-39.0% |
| Admin fee / account holder | $3 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |