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 8-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 | $78,115 | $159,602-51.1% | $150,045-47.9% | $142,382-45.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 20.27% | 70.24%-50.0pp | 62.55%-42.3pp | 217.08%-196.8pp |
| Employer contribution / active EE | $2,515 | $4,961-49.3% | $4,693-46.4% | $4,299-41.5% |
| Participant deferral / active EE | $11,137 | $8,310+34.0% | $7,997+39.3% | $6,507+71.1% |
| Admin fee / account holder | $134 | $14,846-99.1% | $13,435-99.0% | $12,624-98.9% |