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 | $77,491 | $214,378-63.9% | $200,582-61.4% | $142,382-45.6% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 21.65% | 46.41%-24.8pp | 42.33%-20.7pp | 217.08%-195.4pp |
| Employer contribution / active EE | $3,956 | $6,841-42.2% | $6,419-38.4% | $4,299-8.0% |
| Participant deferral / active EE | $6,363 | $9,865-35.5% | $9,331-31.8% | $6,507-2.2% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |