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 | $74,019 | $108,919-32.0% | $100,391-26.3% | $145,922-49.3% |
| Participation rate | 75.0% | 82.9%-7.9pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 17.04% | 57.88%-40.8pp | 49.20%-32.2pp | 561.29%-544.2pp |
| Employer contribution / active EE | $4,110 | $4,419-7.0% | $3,942+4.3% | $4,660-11.8% |
| Participant deferral / active EE | $16,873 | $8,445+99.8% | $8,082+108.8% | $6,688+152.3% |
| Admin fee / account holder | $0 | $9,689-100.0% | $7,899-100.0% | $13,397-100.0% |