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 | $62,071 | $131,829-52.9% | $108,579-42.8% | $273,961-77.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.90% | -91.57%+97.5pp | -51.70%+57.6pp | 41.45%-35.6pp |
| Employer contribution / active EE | $4,901 | $4,912-0.2% | $3,758+30.4% | $4,869+0.7% |
| Participant deferral / active EE | $4,774 | $5,127-6.9% | $4,311+10.7% | $5,287-9.7% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |