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 | $92,673 | $158,398-41.5% | $126,539-26.8% | $142,382-34.9% |
| Participation rate | 80.0% | 75.8%+4.2pp | 69.8%+10.2pp | 80.1%-0.1pp |
| Annual return | 21.60% | 593.76%-572.2pp | 425.95%-404.3pp | 217.08%-195.5pp |
| Employer contribution / active EE | $1,256 | $4,650-73.0% | $3,674-65.8% | $4,299-70.8% |
| Participant deferral / active EE | $10,021 | $4,767+110.2% | $4,083+145.4% | $6,507+54.0% |
| Admin fee / account holder | $84 | $6,918-98.8% | $6,065-98.6% | $12,624-99.3% |