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 3-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 | $60,496 | $179,726-66.3% | $156,263-61.3% | $142,382-57.5% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 16.05% | 77.86%-61.8pp | 59.47%-43.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $2,090 | $5,069-58.8% | $4,333-51.8% | $4,299-51.4% |
| Participant deferral / active EE | $12,016 | $6,956+72.7% | $6,158+95.1% | $6,507+84.7% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |