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 | $52,036 | $175,202-70.3% | $149,673-65.2% | $139,434-62.7% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 29.25% | 166.71%-137.5pp | 134.42%-105.2pp | 372.94%-343.7pp |
| Employer contribution / active EE | $2,179 | $5,474-60.2% | $4,818-54.8% | $4,751-54.1% |
| Participant deferral / active EE | $7,393 | $6,519+13.4% | $5,680+30.2% | $6,710+10.2% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |