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 | $60,369 | $157,256-61.6% | $141,162-57.2% | $152,861-60.5% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 30.58% | 64.32%-33.7pp | 71.39%-40.8pp | 345.32%-314.7pp |
| Employer contribution / active EE | $6,433 | $5,261+22.3% | $4,735+35.9% | $4,762+35.1% |
| Participant deferral / active EE | $9,617 | $7,109+35.3% | $6,709+43.3% | $5,850+64.4% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |