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 7-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 | $152,691 | $162,781-6.2% | $133,956+14.0% | $158,922-3.9% |
| Participation rate | 77.8% | 83.2%-5.4pp | 79.8%-2.1pp | 82.0%-4.2pp |
| Annual return | 14.76% | 41.94%-27.2pp | 45.09%-30.3pp | 302.83%-288.1pp |
| Employer contribution / active EE | $2,522 | $4,975-49.3% | $3,919-35.6% | $4,761-47.0% |
| Participant deferral / active EE | $7,344 | $5,911+24.3% | $5,048+45.5% | $5,982+22.8% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |