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 | $127,916 | $180,749-29.2% | $160,784-20.4% | $137,256-6.8% |
| Participation rate | 83.3% | 80.0%+3.4pp | 77.0%+6.4pp | 80.0%+3.4pp |
| Annual return | 17.08% | 2234.46%-2217.4pp | 1803.92%-1786.8pp | 220.34%-203.3pp |
| Employer contribution / active EE | $4,007 | $4,155-3.6% | $3,733+7.3% | $4,156-3.6% |
| Participant deferral / active EE | $13,284 | $6,844+94.1% | $6,293+111.1% | $6,407+107.3% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |