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 | $118,079 | $180,749-34.7% | $160,784-26.6% | $137,256-14.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 16.53% | 2234.46%-2217.9pp | 1803.92%-1787.4pp | 220.34%-203.8pp |
| Employer contribution / active EE | $3,156 | $4,155-24.1% | $3,733-15.5% | $4,156-24.1% |
| Participant deferral / active EE | $8,523 | $6,844+24.5% | $6,293+35.4% | $6,407+33.0% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |