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 | $38,866 | $180,749-78.5% | $160,784-75.8% | $137,256-71.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 22.93% | 2234.46%-2211.5pp | 1803.92%-1781.0pp | 220.34%-197.4pp |
| Employer contribution / active EE | $4,000 | $4,155-3.7% | $3,733+7.2% | $4,156-3.8% |
| Participant deferral / active EE | $6,417 | $6,844-6.2% | $6,293+2.0% | $6,407+0.2% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |