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 | $77,823 | $185,822-58.1% | $169,993-54.2% | $139,434-44.2% |
| Participation rate | 70.0% | 87.8%-17.8pp | 87.0%-17.0pp | 80.3%-10.3pp |
| Annual return | 54.18% | 60.50%-6.3pp | 53.37%+0.8pp | 372.94%-318.8pp |
| Employer contribution / active EE | $1,881 | $7,590-75.2% | $6,785-72.3% | $4,751-60.4% |
| Participant deferral / active EE | $11,250 | $11,622-3.2% | $10,408+8.1% | $6,710+67.7% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |