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 | $76,168 | $215,361-64.6% | $171,082-55.5% | $273,961-72.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 6.33% | 25.14%-18.8pp | 32.56%-26.2pp | 41.45%-35.1pp |
| Employer contribution / active EE | $2,352 | $4,967-52.6% | $4,002-41.2% | $4,869-51.7% |
| Participant deferral / active EE | $5,217 | $5,543-5.9% | $4,797+8.7% | $5,287-1.3% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |