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 | $171,691 | $115,882+48.2% | $100,516+70.8% | $158,922+8.0% |
| Participation rate | 75.0% | 81.6%-6.6pp | 79.4%-4.4pp | 82.0%-7.0pp |
| Annual return | 86.41% | 34.79%+51.6pp | 30.89%+55.5pp | 302.83%-216.4pp |
| Employer contribution / active EE | $2,412 | $4,103-41.2% | $3,418-29.4% | $4,761-49.4% |
| Participant deferral / active EE | $12,397 | $6,674+85.7% | $6,270+97.7% | $5,982+107.2% |
| Admin fee / account holder | $0 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |