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 6-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 | $63,729 | $148,534-57.1% | $135,903-53.1% | $139,434-54.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.72% | 79.19%-61.5pp | 68.23%-50.5pp | 372.94%-355.2pp |
| Employer contribution / active EE | $3,974 | $5,243-24.2% | $4,856-18.2% | $4,751-16.4% |
| Participant deferral / active EE | $9,834 | $8,100+21.4% | $7,758+26.8% | $6,710+46.6% |
| Admin fee / account holder | $246 | $12,400-98.0% | $10,762-97.7% | $11,403-97.8% |