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 6-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 | $54,211 | $148,534-63.5% | $135,903-60.1% | $139,434-61.1% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 16.03% | 79.19%-63.2pp | 68.23%-52.2pp | 372.94%-356.9pp |
| Employer contribution / active EE | $2,202 | $5,243-58.0% | $4,856-54.7% | $4,751-53.6% |
| Participant deferral / active EE | $2,985 | $8,100-63.2% | $7,758-61.5% | $6,710-55.5% |
| Admin fee / account holder | $81 | $12,400-99.4% | $10,762-99.3% | $11,403-99.3% |