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 4-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 | $57,379 | $209,336-72.6% | $197,124-70.9% | $137,256-58.2% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 15.92% | 48.09%-32.2pp | 44.34%-28.4pp | 220.34%-204.4pp |
| Employer contribution / active EE | $3,437 | $6,591-47.9% | $6,227-44.8% | $4,156-17.3% |
| Participant deferral / active EE | $8,241 | $9,614-14.3% | $9,135-9.8% | $6,407+28.6% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |