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 4-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 | $50,363 | $148,534-66.1% | $135,903-62.9% | $139,434-63.9% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 22.72% | 79.19%-56.5pp | 68.23%-45.5pp | 372.94%-350.2pp |
| Employer contribution / active EE | $2,748 | $5,243-47.6% | $4,856-43.4% | $4,751-42.1% |
| Participant deferral / active EE | $5,060 | $8,100-37.5% | $7,758-34.8% | $6,710-24.6% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |