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 | $79,733 | $177,572-55.1% | $154,803-48.5% | $142,382-44.0% |
| Participation rate | 76.9% | 82.1%-5.1pp | 78.1%-1.1pp | 80.1%-3.2pp |
| Annual return | 19.38% | 65.07%-45.7pp | 58.88%-39.5pp | 217.08%-197.7pp |
| Employer contribution / active EE | $1,353 | $4,810-71.9% | $4,305-68.6% | $4,299-68.5% |
| Participant deferral / active EE | $3,698 | $6,272-41.0% | $5,540-33.3% | $6,507-43.2% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |