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 | $50,605 | $154,117-67.2% | $129,995-61.1% | $139,434-63.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 43.74% | 32.48%+11.3pp | -137.18%+180.9pp | 372.94%-329.2pp |
| Employer contribution / active EE | $7,929 | $5,289+49.9% | $4,320+83.6% | $4,751+66.9% |
| Participant deferral / active EE | $28,373 | $6,710+322.8% | $5,820+387.5% | $6,710+322.8% |
| Admin fee / account holder | $124 | $14,007-99.1% | $10,614-98.8% | $11,403-98.9% |