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 | $60,493 | $68,097-11.2% | $62,929-3.9% | $137,256-55.9% |
| Participation rate | 75.0% | 77.4%-2.4pp | 73.1%+1.9pp | 80.0%-5.0pp |
| Annual return | 23.07% | 1859.11%-1836.0pp | 1063.93%-1040.9pp | 220.34%-197.3pp |
| Employer contribution / active EE | $2,525 | $2,811-10.2% | $2,505+0.8% | $4,156-39.3% |
| Participant deferral / active EE | $6,943 | $4,553+52.5% | $3,888+78.5% | $6,407+8.4% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |