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 | $55,870 | $180,749-69.1% | $160,784-65.3% | $137,256-59.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 15.02% | 2234.46%-2219.4pp | 1803.92%-1788.9pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,774 | $4,155-57.3% | $3,733-52.5% | $4,156-57.3% |
| Participant deferral / active EE | $5,245 | $6,844-23.4% | $6,293-16.7% | $6,407-18.1% |
| Admin fee / account holder | $296 | $10,397-97.2% | $9,717-97.0% | $12,270-97.6% |