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 3-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 | $67,243 | $127,065-47.1% | $113,168-40.6% | $142,382-52.8% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 920.59% | 24.03%+896.6pp | 24.27%+896.3pp | 217.08%+703.5pp |
| Employer contribution / active EE | $1,829 | $3,442-46.9% | $2,975-38.5% | $4,299-57.5% |
| Participant deferral / active EE | $2,578 | $5,716-54.9% | $5,107-49.5% | $6,507-60.4% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |