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 | $69,912 | $154,228-54.7% | $145,433-51.9% | $137,256-49.1% |
| Participation rate | 78.6% | 83.8%-5.2pp | 82.1%-3.5pp | 80.0%-1.4pp |
| Annual return | 20.46% | 74.59%-54.1pp | 66.58%-46.1pp | 220.34%-199.9pp |
| Employer contribution / active EE | $4,051 | $4,804-15.7% | $4,554-11.1% | $4,156-2.5% |
| Participant deferral / active EE | $9,800 | $8,216+19.3% | $7,897+24.1% | $6,407+53.0% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |