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 | $50,908 | $76,738-33.7% | $56,411-9.8% | $145,922-65.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 10.08% | 2994.23%-2984.1pp | 1701.33%-1691.2pp | 561.29%-551.2pp |
| Employer contribution / active EE | $833 | $1,380-39.6% | $1,039-19.8% | $4,660-82.1% |
| Participant deferral / active EE | $2,700 | $2,623+3.0% | $1,952+38.3% | $6,688-59.6% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |