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 3-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 | $28,854 | $180,749-84.0% | $160,784-82.1% | $137,256-79.0% |
| Participation rate | 77.8% | 80.0%-2.2pp | 77.0%+0.8pp | 80.0%-2.2pp |
| Annual return | 29.03% | 2234.46%-2205.4pp | 1803.92%-1774.9pp | 220.34%-191.3pp |
| Employer contribution / active EE | $1,480 | $4,155-64.4% | $3,733-60.3% | $4,156-64.4% |
| Participant deferral / active EE | $6,780 | $6,844-0.9% | $6,293+7.7% | $6,407+5.8% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |