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 | $48,784 | $59,839-18.5% | $81,983-40.5% | $79,858-38.9% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.2%+30.8pp | 69.6%+30.4pp |
| Annual return | 15.16% | 17.56%-2.4pp | 41.31%-26.2pp | 31.71%-16.6pp |
| Employer contribution / active EE | $5,107 | $1,713+198.0% | $2,498+104.4% | $2,471+106.7% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,722-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $4,287-100.0% | $5,664-100.0% | $5,306-100.0% |