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 | $56,751 | $177,572-68.0% | $154,803-63.3% | $142,382-60.1% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 18.59% | 65.07%-46.5pp | 58.88%-40.3pp | 217.08%-198.5pp |
| Employer contribution / active EE | $5,489 | $4,810+14.1% | $4,305+27.5% | $4,299+27.7% |
| Participant deferral / active EE | $9,699 | $6,272+54.7% | $5,540+75.1% | $6,507+49.1% |
| Admin fee / account holder | $214 | $16,786-98.7% | $14,329-98.5% | $12,624-98.3% |