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 | $81,729 | $104,974-22.1% | $95,585-14.5% | $142,382-42.6% |
| Participation rate | 71.4% | 75.0%-3.5pp | 72.1%-0.6pp | 80.1%-8.7pp |
| Annual return | 145.99% | 210.33%-64.3pp | 38.56%+107.4pp | 217.08%-71.1pp |
| Employer contribution / active EE | $1,532 | $2,779-44.9% | $2,527-39.4% | $4,299-64.4% |
| Participant deferral / active EE | $6,094 | $4,352+40.0% | $4,023+51.5% | $6,507-6.4% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |