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 5-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 | $63,854 | $210,648-69.7% | $177,989-64.1% | $145,922-56.2% |
| Participation rate | 93.3% | 80.8%+12.6pp | 77.1%+16.2pp | 80.3%+13.1pp |
| Annual return | 9.89% | 385.86%-376.0pp | 294.48%-284.6pp | 561.29%-551.4pp |
| Employer contribution / active EE | $2,919 | $4,565-36.1% | $3,949-26.1% | $4,660-37.4% |
| Participant deferral / active EE | $6,991 | $6,958+0.5% | $6,276+11.4% | $6,688+4.5% |
| Admin fee / account holder | $182 | $12,013-98.5% | $10,363-98.2% | $13,397-98.6% |