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 6-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 | $21,891 | $102,604-78.7% | $86,188-74.6% | $139,434-84.3% |
| Participation rate | 71.4% | 74.5%-3.1pp | 69.0%+2.5pp | 80.3%-8.9pp |
| Annual return | 36.65% | 1922.51%-1885.9pp | 1168.45%-1131.8pp | 372.94%-336.3pp |
| Employer contribution / active EE | $3,151 | $3,032+3.9% | $2,380+32.4% | $4,751-33.7% |
| Participant deferral / active EE | $5,349 | $4,676+14.4% | $3,985+34.2% | $6,710-20.3% |
| Admin fee / account holder | $119 | $8,657-98.6% | $6,852-98.3% | $11,403-99.0% |