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 | $214,378-47.3% | $200,582-43.7% | $142,382-20.7% |
| Participation rate | 78.6% | 87.4%-8.9pp | 86.9%-8.3pp | 80.1%-1.5pp |
| Annual return | 20.61% | 46.41%-25.8pp | 42.33%-21.7pp | 217.08%-196.5pp |
| Employer contribution / active EE | $4,809 | $6,841-29.7% | $6,419-25.1% | $4,299+11.9% |
| Participant deferral / active EE | $12,432 | $9,865+26.0% | $9,331+33.2% | $6,507+91.0% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |