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 | $53,490 | $178,174-70.0% | $156,181-65.8% | $137,256-61.0% |
| Participation rate | 76.5% | 82.0%-5.6pp | 78.8%-2.4pp | 80.0%-3.5pp |
| Annual return | 26.14% | 84.19%-58.0pp | 64.87%-38.7pp | 220.34%-194.2pp |
| Employer contribution / active EE | $2,863 | $4,972-42.4% | $4,294-33.3% | $4,156-31.1% |
| Participant deferral / active EE | $6,491 | $6,888-5.8% | $6,132+5.8% | $6,407+1.3% |
| Admin fee / account holder | $8 | $17,404-100.0% | $14,586-99.9% | $12,270-99.9% |