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 9-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 | $70,264 | $74,888-6.2% | $71,209-1.3% | $142,382-50.7% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 21.48% | 345.14%-323.7pp | 282.51%-261.0pp | 217.08%-195.6pp |
| Employer contribution / active EE | $2,064 | $2,854-27.7% | $2,721-24.2% | $4,299-52.0% |
| Participant deferral / active EE | $5,966 | $4,454+33.9% | $4,175+42.9% | $6,507-8.3% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |