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 | $60,053 | $210,648-71.5% | $177,989-66.3% | $145,922-58.8% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 15.58% | 385.86%-370.3pp | 294.48%-278.9pp | 561.29%-545.7pp |
| Employer contribution / active EE | $3,070 | $4,565-32.7% | $3,949-22.3% | $4,660-34.1% |
| Participant deferral / active EE | $13,169 | $6,958+89.3% | $6,276+109.8% | $6,688+96.9% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |