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 | $21,221 | $180,749-88.3% | $160,784-86.8% | $137,256-84.5% |
| Participation rate | 95.0% | 80.0%+15.0pp | 77.0%+18.0pp | 80.0%+15.0pp |
| Annual return | 27.29% | 2234.46%-2207.2pp | 1803.92%-1776.6pp | 220.34%-193.0pp |
| Employer contribution / active EE | $4,049 | $4,155-2.6% | $3,733+8.5% | $4,156-2.6% |
| Participant deferral / active EE | $5,551 | $6,844-18.9% | $6,293-11.8% | $6,407-13.4% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |