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 | $48,383 | $50,972-5.1% | $88,538-45.4% | $72,985-33.7% |
| Participation rate | 100.0% | 63.4%+36.6pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 16.69% | 29.62%-12.9pp | 43.64%-26.9pp | 81.00%-64.3pp |
| Employer contribution / active EE | $6,984 | $1,475+373.6% | $2,098+232.8% | $2,440+186.2% |
| Participant deferral / active EE | $4,986 | $2,230+123.6% | $2,914+71.1% | $3,607+38.2% |
| Admin fee / account holder | $0 | $3,230-100.0% | $4,310-100.0% | $5,124-100.0% |