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 4-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 | $19,590 | $175,202-88.8% | $149,673-86.9% | $139,434-86.0% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 34.05% | 166.71%-132.7pp | 134.42%-100.4pp | 372.94%-338.9pp |
| Employer contribution / active EE | $2,100 | $5,474-61.6% | $4,818-56.4% | $4,751-55.8% |
| Participant deferral / active EE | $7,377 | $6,519+13.2% | $5,680+29.9% | $6,710+9.9% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |