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 | $109,244 | $117,841-7.3% | $102,423+6.7% | $145,922-25.1% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 25.25% | 31.65%-6.4pp | 29.32%-4.1pp | 561.29%-536.0pp |
| Employer contribution / active EE | $7,174 | $3,615+98.5% | $3,023+137.3% | $4,660+54.0% |
| Participant deferral / active EE | $12,310 | $5,731+114.8% | $5,053+143.6% | $6,688+84.1% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |