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 7-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 | $80,575 | $197,591-59.2% | $177,821-54.7% | $158,922-49.3% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 22.18% | 58.76%-36.6pp | 48.32%-26.1pp | 302.83%-280.6pp |
| Employer contribution / active EE | $1,926 | $6,697-71.2% | $5,918-67.5% | $4,761-59.6% |
| Participant deferral / active EE | $4,538 | $8,405-46.0% | $7,714-41.2% | $5,982-24.1% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |