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 6-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 | $50,631 | $68,097-25.6% | $62,929-19.5% | $137,256-63.1% |
| Participation rate | 83.3% | 77.4%+5.9pp | 73.1%+10.2pp | 80.0%+3.4pp |
| Annual return | 12.77% | 1859.11%-1846.3pp | 1063.93%-1051.2pp | 220.34%-207.6pp |
| Employer contribution / active EE | $2,875 | $2,811+2.3% | $2,505+14.8% | $4,156-30.8% |
| Participant deferral / active EE | $5,749 | $4,553+26.3% | $3,888+47.9% | $6,407-10.3% |
| Admin fee / account holder | $274 | $6,521-95.8% | $5,065-94.6% | $12,270-97.8% |