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 9-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 | $15,475 | $180,749-91.4% | $160,784-90.4% | $137,256-88.7% |
| Participation rate | 81.0% | 80.0%+1.0pp | 77.0%+4.0pp | 80.0%+1.0pp |
| Annual return | 17.86% | 2234.46%-2216.6pp | 1803.92%-1786.1pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,341 | $4,155-67.7% | $3,733-64.1% | $4,156-67.7% |
| Participant deferral / active EE | $3,342 | $6,844-51.2% | $6,293-46.9% | $6,407-47.8% |
| Admin fee / account holder | $210 | $10,397-98.0% | $9,717-97.8% | $12,270-98.3% |