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 | $68,622 | $180,749-62.0% | $160,784-57.3% | $137,256-50.0% |
| Participation rate | 89.5% | 80.0%+9.5pp | 77.0%+12.5pp | 80.0%+9.5pp |
| Annual return | 16.24% | 2234.46%-2218.2pp | 1803.92%-1787.7pp | 220.34%-204.1pp |
| Employer contribution / active EE | $800 | $4,155-80.7% | $3,733-78.6% | $4,156-80.7% |
| Participant deferral / active EE | $4,745 | $6,844-30.7% | $6,293-24.6% | $6,407-25.9% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |