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 4-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 | $46,558 | $214,378-78.3% | $200,582-76.8% | $142,382-67.3% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 25.73% | 46.41%-20.7pp | 42.33%-16.6pp | 217.08%-191.3pp |
| Employer contribution / active EE | $5,819 | $6,841-14.9% | $6,419-9.4% | $4,299+35.3% |
| Participant deferral / active EE | $9,823 | $9,865-0.4% | $9,331+5.3% | $6,507+51.0% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |