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 9-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 | $60,861 | $159,602-61.9% | $150,045-59.4% | $142,382-57.3% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 17.20% | 70.24%-53.0pp | 62.55%-45.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $3,157 | $4,961-36.4% | $4,693-32.7% | $4,299-26.6% |
| Participant deferral / active EE | $12,207 | $8,310+46.9% | $7,997+52.6% | $6,507+87.6% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |