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 | $66,152 | $185,822-64.4% | $169,993-61.1% | $139,434-52.6% |
| Participation rate | 93.8% | 87.8%+6.0pp | 87.0%+6.8pp | 80.3%+13.4pp |
| Annual return | 93.90% | 60.50%+33.4pp | 53.37%+40.5pp | 372.94%-279.0pp |
| Employer contribution / active EE | $5,984 | $7,590-21.2% | $6,785-11.8% | $4,751+26.0% |
| Participant deferral / active EE | $11,028 | $11,622-5.1% | $10,408+6.0% | $6,710+64.3% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |