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 | $91,955 | $74,888+22.8% | $71,209+29.1% | $142,382-35.4% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 21.42% | 345.14%-323.7pp | 282.51%-261.1pp | 217.08%-195.7pp |
| Employer contribution / active EE | $4,249 | $2,854+48.9% | $2,721+56.1% | $4,299-1.2% |
| Participant deferral / active EE | $19,065 | $4,454+328.0% | $4,175+356.6% | $6,507+193.0% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |