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 3-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 | $71,083 | $159,602-55.5% | $150,045-52.6% | $142,382-50.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 27.48% | 70.24%-42.8pp | 62.55%-35.1pp | 217.08%-189.6pp |
| Employer contribution / active EE | $6,358 | $4,961+28.2% | $4,693+35.5% | $4,299+47.9% |
| Participant deferral / active EE | $13,401 | $8,310+61.3% | $7,997+67.6% | $6,507+105.9% |
| Admin fee / account holder | $86 | $14,846-99.4% | $13,435-99.4% | $12,624-99.3% |