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 5-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 | $55,958 | $148,534-62.3% | $135,903-58.8% | $139,434-59.9% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 121.56% | 79.19%+42.4pp | 68.23%+53.3pp | 372.94%-251.4pp |
| Employer contribution / active EE | $4,861 | $5,243-7.3% | $4,856+0.1% | $4,751+2.3% |
| Participant deferral / active EE | $9,829 | $8,100+21.3% | $7,758+26.7% | $6,710+46.5% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |