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 | $45,217 | $100,852-55.2% | $90,404-50.0% | $158,922-71.5% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 10.79% | 1724.20%-1713.4pp | 1293.02%-1282.2pp | 302.83%-292.0pp |
| Employer contribution / active EE | $836 | $3,689-77.3% | $3,262-74.4% | $4,761-82.4% |
| Participant deferral / active EE | $1,176 | $4,348-73.0% | $3,963-70.3% | $5,982-80.3% |
| Admin fee / account holder | $135 | $6,501-97.9% | $5,611-97.6% | $11,246-98.8% |