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 5-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 | $74,342 | $148,534-49.9% | $135,903-45.3% | $139,434-46.7% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 26.74% | 79.19%-52.5pp | 68.23%-41.5pp | 372.94%-346.2pp |
| Employer contribution / active EE | $3,343 | $5,243-36.2% | $4,856-31.2% | $4,751-29.6% |
| Participant deferral / active EE | $10,473 | $8,100+29.3% | $7,758+35.0% | $6,710+56.1% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |