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 | $72,880 | $172,111-57.7% | $150,298-51.5% | $137,256-46.9% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 22.16% | 69.37%-47.2pp | 62.79%-40.6pp | 220.34%-198.2pp |
| Employer contribution / active EE | $2,759 | $4,636-40.5% | $4,154-33.6% | $4,156-33.6% |
| Participant deferral / active EE | $7,672 | $6,166+24.4% | $5,453+40.7% | $6,407+19.8% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |