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 | $68,686 | $133,922-48.7% | $116,228-40.9% | $142,382-51.8% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.6%+5.4pp | 80.1%-0.1pp |
| Annual return | 19.91% | 147.76%-127.9pp | 90.06%-70.2pp | 217.08%-197.2pp |
| Employer contribution / active EE | $1,103 | $3,446-68.0% | $2,994-63.2% | $4,299-74.4% |
| Participant deferral / active EE | $7,601 | $5,672+34.0% | $4,953+53.5% | $6,507+16.8% |
| Admin fee / account holder | $260 | $14,945-98.3% | $11,989-97.8% | $12,624-97.9% |