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 8-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 | $31,981 | $90,503-64.7% | $78,689-59.4% | $273,961-88.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.99% | 75.60%-64.6pp | 62.18%-51.2pp | 41.45%-30.5pp |
| Employer contribution / active EE | $2,782 | $3,176-12.4% | $2,851-2.4% | $4,869-42.9% |
| Participant deferral / active EE | $5,042 | $3,901+29.2% | $3,517+43.4% | $5,287-4.6% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |