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 | $60,810 | $183,519-66.9% | $155,509-60.9% | $145,922-58.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 17.02% | 61.17%-44.1pp | 64.67%-47.6pp | 561.29%-544.3pp |
| Employer contribution / active EE | $15,997 | $5,313+201.1% | $4,672+242.4% | $4,660+243.3% |
| Participant deferral / active EE | $8,155 | $6,462+26.2% | $5,626+44.9% | $6,688+21.9% |
| Admin fee / account holder | $188 | $19,313-99.0% | $15,912-98.8% | $13,397-98.6% |