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 4-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 | $65,431 | $214,378-69.5% | $200,582-67.4% | $142,382-54.0% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 23.99% | 46.41%-22.4pp | 42.33%-18.3pp | 217.08%-193.1pp |
| Employer contribution / active EE | $2,256 | $6,841-67.0% | $6,419-64.9% | $4,299-47.5% |
| Participant deferral / active EE | $11,748 | $9,865+19.1% | $9,331+25.9% | $6,507+80.5% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |