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 | $93,643 | $99,341-5.7% | $84,750+10.5% | $273,961-65.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.33% | 22.93%-20.6pp | 22.78%-20.5pp | 41.45%-39.1pp |
| Employer contribution / active EE | $16,575 | $4,214+293.4% | $3,574+363.7% | $4,869+240.4% |
| Participant deferral / active EE | $9,113 | $4,269+113.4% | $3,712+145.5% | $5,287+72.4% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |