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 6-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 | $26,686 | $165,335-83.9% | $149,696-82.2% | $158,922-83.2% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 61.23% | 348.15%-286.9pp | 276.60%-215.4pp | 302.83%-241.6pp |
| Employer contribution / active EE | $3,204 | $5,103-37.2% | $4,644-31.0% | $4,761-32.7% |
| Participant deferral / active EE | $12,680 | $7,181+76.6% | $6,842+85.3% | $5,982+112.0% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |