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 | $56,003 | $102,616-45.4% | $81,983-31.7% | $158,922-64.8% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.2%+5.8pp | 82.0%-7.0pp |
| Annual return | 19.36% | 61.04%-41.7pp | 41.31%-22.0pp | 302.83%-283.5pp |
| Employer contribution / active EE | $3,329 | $3,240+2.7% | $2,498+33.3% | $4,761-30.1% |
| Participant deferral / active EE | $8,880 | $4,648+91.0% | $3,722+138.6% | $5,982+48.4% |
| Admin fee / account holder | $0 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |