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 | $103,441 | $159,602-35.2% | $150,045-31.1% | $142,382-27.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 18.50% | 70.24%-51.7pp | 62.55%-44.0pp | 217.08%-198.6pp |
| Employer contribution / active EE | $5,751 | $4,961+15.9% | $4,693+22.5% | $4,299+33.8% |
| Participant deferral / active EE | $9,348 | $8,310+12.5% | $7,997+16.9% | $6,507+43.7% |
| Admin fee / account holder | $30 | $14,846-99.8% | $13,435-99.8% | $12,624-99.8% |