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 5-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 | $44,655 | $180,749-75.3% | $160,784-72.2% | $137,256-67.5% |
| Participation rate | 81.8% | 80.0%+1.8pp | 77.0%+4.9pp | 80.0%+1.9pp |
| Annual return | 20.20% | 2234.46%-2214.3pp | 1803.92%-1783.7pp | 220.34%-200.1pp |
| Employer contribution / active EE | $2,119 | $4,155-49.0% | $3,733-43.2% | $4,156-49.0% |
| Participant deferral / active EE | $6,567 | $6,844-4.1% | $6,293+4.4% | $6,407+2.5% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |