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 | $68,293 | $209,336-67.4% | $197,124-65.4% | $137,256-50.2% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 21.20% | 48.09%-26.9pp | 44.34%-23.1pp | 220.34%-199.1pp |
| Employer contribution / active EE | $1,722 | $6,591-73.9% | $6,227-72.3% | $4,156-58.6% |
| Participant deferral / active EE | $10,944 | $9,614+13.8% | $9,135+19.8% | $6,407+70.8% |
| Admin fee / account holder | $166 | $17,308-99.0% | $16,298-99.0% | $12,270-98.6% |