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 | $55,523 | $181,894-69.5% | $156,549-64.5% | $273,961-79.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.05% | 30.74%-24.7pp | 32.23%-26.2pp | 41.45%-35.4pp |
| Employer contribution / active EE | $8,686 | $6,248+39.0% | $5,501+57.9% | $4,869+78.4% |
| Participant deferral / active EE | $4,500 | $5,550-18.9% | $4,871-7.6% | $5,287-14.9% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |