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 | $100,219 | $65,409+53.2% | $98,442+1.8% | $85,850+16.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 14.26% | 21.76%-7.5pp | 1492.73%-1478.5pp | 318.53%-304.3pp |
| Employer contribution / active EE | $1,740 | $2,168-19.7% | $2,960-41.2% | $2,565-32.2% |
| Participant deferral / active EE | $5,148 | $3,166+62.6% | $4,276+20.4% | $3,952+30.3% |
| Admin fee / account holder | $4 | $4,593-99.9% | $5,949-99.9% | $6,260-99.9% |