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 5-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 | $103,113 | $159,602-35.4% | $150,045-31.3% | $142,382-27.6% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 141.79% | 70.24%+71.6pp | 62.55%+79.2pp | 217.08%-75.3pp |
| Employer contribution / active EE | $5,607 | $4,961+13.0% | $4,693+19.5% | $4,299+30.4% |
| Participant deferral / active EE | $13,794 | $8,310+66.0% | $7,997+72.5% | $6,507+112.0% |
| Admin fee / account holder | $286 | $14,846-98.1% | $13,435-97.9% | $12,624-97.7% |