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 9-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 | $63,993 | $115,770-44.7% | $101,248-36.8% | $158,922-59.7% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 15.60% | 56.14%-40.5pp | 46.47%-30.9pp | 302.83%-287.2pp |
| Employer contribution / active EE | $1,830 | $4,175-56.2% | $3,660-50.0% | $4,761-61.6% |
| Participant deferral / active EE | $5,312 | $4,957+7.1% | $4,370+21.5% | $5,982-11.2% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |