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 | $94,388 | $165,984-43.1% | $164,813-42.7% | $145,922-35.3% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 10.40% | 100.03%-89.6pp | 69.93%-59.5pp | 561.29%-550.9pp |
| Employer contribution / active EE | $16,104 | $5,273+205.4% | $4,341+271.0% | $4,660+245.6% |
| Participant deferral / active EE | $9,607 | $6,959+38.0% | $6,031+59.3% | $6,688+43.6% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |