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 | $78,287 | $90,348-13.4% | $75,972+3.0% | $145,922-46.4% |
| Participation rate | 72.7% | 74.5%-1.7pp | 69.1%+3.7pp | 80.3%-7.5pp |
| Annual return | 25.68% | 620.88%-595.2pp | 359.55%-333.9pp | 561.29%-535.6pp |
| Employer contribution / active EE | $1,636 | $3,311-50.6% | $2,685-39.1% | $4,660-64.9% |
| Participant deferral / active EE | $5,345 | $5,162+3.6% | $4,255+25.6% | $6,688-20.1% |
| Admin fee / account holder | $0 | $8,467-100.0% | $6,467-100.0% | $13,397-100.0% |