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 | $78,782 | $106,584-26.1% | $101,326-22.2% | $142,382-44.7% |
| Participation rate | 80.0% | 82.7%-2.7pp | 81.5%-1.5pp | 80.1%-0.1pp |
| Annual return | 85.06% | 36.93%+48.1pp | 36.82%+48.2pp | 217.08%-132.0pp |
| Employer contribution / active EE | $4,980 | $3,956+25.9% | $3,665+35.9% | $4,299+15.8% |
| Participant deferral / active EE | $11,936 | $8,297+43.9% | $7,994+49.3% | $6,507+83.4% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |