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 | $76,367 | $179,726-57.5% | $156,263-51.1% | $142,382-46.4% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 22.47% | 77.86%-55.4pp | 59.47%-37.0pp | 217.08%-194.6pp |
| Employer contribution / active EE | $1,930 | $5,069-61.9% | $4,333-55.4% | $4,299-55.1% |
| Participant deferral / active EE | $7,630 | $6,956+9.7% | $6,158+23.9% | $6,507+17.3% |
| Admin fee / account holder | $19 | $17,272-99.9% | $14,255-99.9% | $12,624-99.8% |