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 | $118,883 | $214,378-44.5% | $200,582-40.7% | $142,382-16.5% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 20.06% | 46.41%-26.3pp | 42.33%-22.3pp | 217.08%-197.0pp |
| Employer contribution / active EE | $5,089 | $6,841-25.6% | $6,419-20.7% | $4,299+18.4% |
| Participant deferral / active EE | $8,795 | $9,865-10.8% | $9,331-5.8% | $6,507+35.2% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |