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 6-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 | $65,773 | $114,381-42.5% | $107,525-38.8% | $142,382-53.8% |
| Participation rate | 70.6% | 78.1%-7.5pp | 75.1%-4.5pp | 80.1%-9.5pp |
| Annual return | 24.92% | 242.71%-217.8pp | 181.32%-156.4pp | 217.08%-192.2pp |
| Employer contribution / active EE | $3,689 | $4,015-8.1% | $3,754-1.7% | $4,299-14.2% |
| Participant deferral / active EE | $6,688 | $5,564+20.2% | $5,116+30.7% | $6,507+2.8% |
| Admin fee / account holder | $41 | $9,860-99.6% | $8,919-99.5% | $12,624-99.7% |