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 | $40,446 | $74,888-46.0% | $71,209-43.2% | $142,382-71.6% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 27.17% | 345.14%-318.0pp | 282.51%-255.3pp | 217.08%-189.9pp |
| Employer contribution / active EE | $7,629 | $2,854+167.3% | $2,721+180.4% | $4,299+77.5% |
| Participant deferral / active EE | $3,871 | $4,454-13.1% | $4,175-7.3% | $6,507-40.5% |
| Admin fee / account holder | $226 | $5,568-95.9% | $5,349-95.8% | $12,624-98.2% |