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 | $122,465 | $215,361-43.1% | $171,082-28.4% | $273,961-55.3% |
| Participation rate | 90.0% | 82.0%+8.0pp | 76.7%+13.3pp | 83.0%+7.0pp |
| Annual return | 8.47% | 25.14%-16.7pp | 32.56%-24.1pp | 41.45%-33.0pp |
| Employer contribution / active EE | $1,349 | $4,967-72.8% | $4,002-66.3% | $4,869-72.3% |
| Participant deferral / active EE | $5,505 | $5,543-0.7% | $4,797+14.8% | $5,287+4.1% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |