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 5-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 | $62,532 | $176,662-64.6% | $130,648-52.1% | $152,861-59.1% |
| Participation rate | 75.0% | 79.0%-4.0pp | 71.7%+3.3pp | 82.4%-7.4pp |
| Annual return | 6.04% | 2692.24%-2686.2pp | 1708.96%-1702.9pp | 345.32%-339.3pp |
| Employer contribution / active EE | $9,091 | $5,742+58.3% | $4,092+122.2% | $4,762+90.9% |
| Participant deferral / active EE | $5,406 | $4,361+24.0% | $3,603+50.1% | $5,850-7.6% |
| Admin fee / account holder | $31 | $7,133-99.6% | $5,464-99.4% | $11,596-99.7% |