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 | $112,879 | $209,336-46.1% | $197,124-42.7% | $137,256-17.8% |
| Participation rate | 78.6% | 87.3%-8.7pp | 86.7%-8.1pp | 80.0%-1.4pp |
| Annual return | 20.61% | 48.09%-27.5pp | 44.34%-23.7pp | 220.34%-199.7pp |
| Employer contribution / active EE | $4,809 | $6,591-27.0% | $6,227-22.8% | $4,156+15.7% |
| Participant deferral / active EE | $12,432 | $9,614+29.3% | $9,135+36.1% | $6,407+94.0% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |