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 5-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 | $67,393 | $106,515-36.7% | $96,683-30.3% | $139,434-51.7% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.3%+16.6pp | 80.3%+10.6pp |
| Annual return | 84.38% | 38.43%+46.0pp | 35.69%+48.7pp | 372.94%-288.6pp |
| Employer contribution / active EE | $4,534 | $4,103+10.5% | $3,737+21.3% | $4,751-4.6% |
| Participant deferral / active EE | $7,953 | $5,454+45.8% | $4,878+63.0% | $6,710+18.5% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |