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 | $64,425 | $88,751-27.4% | $81,812-21.3% | $145,922-55.8% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 10.17% | 1025.40%-1015.2pp | 773.79%-763.6pp | 561.29%-551.1pp |
| Employer contribution / active EE | $1,518 | $3,083-50.8% | $2,912-47.9% | $4,660-67.4% |
| Participant deferral / active EE | $6,572 | $4,643+41.5% | $4,319+52.2% | $6,688-1.7% |
| Admin fee / account holder | $263 | $8,415-96.9% | $7,386-96.4% | $13,397-98.0% |