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 | $66,887 | $148,534-55.0% | $135,903-50.8% | $139,434-52.0% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 22.36% | 79.19%-56.8pp | 68.23%-45.9pp | 372.94%-350.6pp |
| Employer contribution / active EE | $4,360 | $5,243-16.8% | $4,856-10.2% | $4,751-8.2% |
| Participant deferral / active EE | $8,982 | $8,100+10.9% | $7,758+15.8% | $6,710+33.9% |
| Admin fee / account holder | $241 | $12,400-98.1% | $10,762-97.8% | $11,403-97.9% |