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 10-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 | $58,638 | $93,071-37.0% | $74,583-21.4% | $273,961-78.6% |
| Participation rate | 85.7% | 74.9%+10.8pp | 68.1%+17.6pp | 83.0%+2.7pp |
| Annual return | 7.01% | 26.18%-19.2pp | 20.47%-13.5pp | 41.45%-34.4pp |
| Employer contribution / active EE | $5,833 | $3,160+84.6% | $2,525+131.0% | $4,869+19.8% |
| Participant deferral / active EE | $9,743 | $4,160+134.2% | $3,458+181.8% | $5,287+84.3% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |