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 | $41,872 | $165,335-74.7% | $149,696-72.0% | $158,922-73.7% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 61.49% | 348.15%-286.7pp | 276.60%-215.1pp | 302.83%-241.3pp |
| Employer contribution / active EE | $6,750 | $5,103+32.3% | $4,644+45.3% | $4,761+41.8% |
| Participant deferral / active EE | $7,002 | $7,181-2.5% | $6,842+2.3% | $5,982+17.0% |
| Admin fee / account holder | $128 | $10,807-98.8% | $9,309-98.6% | $11,246-98.9% |