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 | $63,039 | $109,982-42.7% | $97,226-35.2% | $145,922-56.8% |
| Participation rate | 75.0% | 75.9%-0.9pp | 72.7%+2.3pp | 80.3%-5.3pp |
| Annual return | 16.98% | 242.90%-225.9pp | 75.13%-58.2pp | 561.29%-544.3pp |
| Employer contribution / active EE | $2,921 | $3,084-5.3% | $2,729+7.0% | $4,660-37.3% |
| Participant deferral / active EE | $7,691 | $4,676+64.5% | $4,264+80.4% | $6,688+15.0% |
| Admin fee / account holder | $17 | $6,221-99.7% | $5,654-99.7% | $13,397-99.9% |