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 | $60,896 | $177,572-65.7% | $154,803-60.7% | $142,382-57.2% |
| Participation rate | 81.0% | 82.1%-1.1pp | 78.1%+2.9pp | 80.1%+0.8pp |
| Annual return | 14.73% | 65.07%-50.3pp | 58.88%-44.2pp | 217.08%-202.3pp |
| Employer contribution / active EE | $5,646 | $4,810+17.4% | $4,305+31.1% | $4,299+31.3% |
| Participant deferral / active EE | $6,498 | $6,272+3.6% | $5,540+17.3% | $6,507-0.1% |
| Admin fee / account holder | $1 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |