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 | $20,107 | $175,202-88.5% | $149,673-86.6% | $139,434-85.6% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 19.96% | 166.71%-146.8pp | 134.42%-114.5pp | 372.94%-353.0pp |
| Employer contribution / active EE | $2,140 | $5,474-60.9% | $4,818-55.6% | $4,751-55.0% |
| Participant deferral / active EE | $3,821 | $6,519-41.4% | $5,680-32.7% | $6,710-43.1% |
| Admin fee / account holder | $227 | $16,150-98.6% | $13,210-98.3% | $11,403-98.0% |