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 3-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 | $52,716 | $74,888-29.6% | $71,209-26.0% | $142,382-63.0% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 23.89% | 345.14%-321.2pp | 282.51%-258.6pp | 217.08%-193.2pp |
| Employer contribution / active EE | $2,493 | $2,854-12.7% | $2,721-8.4% | $4,299-42.0% |
| Participant deferral / active EE | $6,107 | $4,454+37.1% | $4,175+46.3% | $6,507-6.1% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |