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 8-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 | $81,182 | $105,181-22.8% | $159,436-49.1% | $85,850-5.4% |
| Participation rate | 70.0% | 75.8%-5.8pp | 82.8%-12.8pp | 69.3%+0.7pp |
| Annual return | 25.03% | 45.07%-20.0pp | 263.57%-238.5pp | 318.53%-293.5pp |
| Employer contribution / active EE | $4,014 | $3,318+21.0% | $4,829-16.9% | $2,565+56.5% |
| Participant deferral / active EE | $7,471 | $5,945+25.7% | $7,352+1.6% | $3,952+89.1% |
| Admin fee / account holder | $0 | $6,933-100.0% | $10,799-100.0% | $6,260-100.0% |