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 9-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 | $104,208 | $201,272-48.2% | $184,203-43.4% | $145,922-28.6% |
| Participation rate | 86.7% | 87.5%-0.8pp | 86.8%-0.2pp | 80.3%+6.4pp |
| Annual return | 21.94% | 29.00%-7.1pp | 28.81%-6.9pp | 561.29%-539.3pp |
| Employer contribution / active EE | $5,200 | $7,022-25.9% | $6,427-19.1% | $4,660+11.6% |
| Participant deferral / active EE | $15,962 | $9,806+62.8% | $9,131+74.8% | $6,688+138.7% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |