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 | $64,209 | $159,901-59.8% | $146,958-56.3% | $145,922-56.0% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 14.91% | 98.13%-83.2pp | 418.34%-403.4pp | 561.29%-546.4pp |
| Employer contribution / active EE | $4,922 | $5,286-6.9% | $4,933-0.2% | $4,660+5.6% |
| Participant deferral / active EE | $11,993 | $8,428+42.3% | $8,070+48.6% | $6,688+79.3% |
| Admin fee / account holder | $168 | $15,044-98.9% | $12,998-98.7% | $13,397-98.7% |