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 7-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 | $59,299 | $96,635-38.6% | $86,612-31.5% | $139,434-57.5% |
| Participation rate | 76.9% | 74.4%+2.5pp | 71.7%+5.2pp | 80.3%-3.4pp |
| Annual return | 26.79% | 106.41%-79.6pp | 591.07%-564.3pp | 372.94%-346.2pp |
| Employer contribution / active EE | $4,319 | $3,263+32.4% | $3,022+42.9% | $4,751-9.1% |
| Participant deferral / active EE | $4,298 | $4,836-11.1% | $4,438-3.1% | $6,710-35.9% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |