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 | $144,608 | $65,685+120.2% | $57,179+152.9% | $273,961-47.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 14.59% | 21.99%-7.4pp | 14.59%0pp | 41.45%-26.9pp |
| Employer contribution / active EE | $8,238 | $3,279+151.3% | $2,682+207.1% | $4,869+69.2% |
| Participant deferral / active EE | $15,437 | $3,782+308.2% | $3,096+398.6% | $5,287+192.0% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |