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 7-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 | $69,211 | $185,822-62.8% | $169,993-59.3% | $139,434-50.4% |
| Participation rate | 92.3% | 87.8%+4.5pp | 87.0%+5.3pp | 80.3%+12.0pp |
| Annual return | 20.14% | 60.50%-40.4pp | 53.37%-33.2pp | 372.94%-352.8pp |
| Employer contribution / active EE | $6,182 | $7,590-18.6% | $6,785-8.9% | $4,751+30.1% |
| Participant deferral / active EE | $12,908 | $11,622+11.1% | $10,408+24.0% | $6,710+92.4% |
| Admin fee / account holder | $266 | $15,381-98.3% | $12,815-97.9% | $11,403-97.7% |