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 10-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 | $24,364 | $96,965-74.9% | $97,995-75.1% | $147,584-83.5% |
| Participation rate | 82.4% | 83.6%-1.3pp | 82.4%0pp | 82.8%-0.5pp |
| Annual return | 44.10% | 24.11%+20.0pp | 23.94%+20.2pp | 578.55%-534.4pp |
| Employer contribution / active EE | $3,654 | $4,536-19.4% | $4,158-12.1% | $4,876-25.1% |
| Participant deferral / active EE | $9,588 | $5,081+88.7% | $5,097+88.1% | $5,439+76.3% |
| Admin fee / account holder | $0 | $8,120-100.0% | $5,943-100.0% | $10,885-100.0% |