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 | $40,442 | $90,503-55.3% | $78,689-48.6% | $273,961-85.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.01% | 75.60%-67.6pp | 62.18%-54.2pp | 41.45%-33.4pp |
| Employer contribution / active EE | $1,989 | $3,176-37.4% | $2,851-30.2% | $4,869-59.1% |
| Participant deferral / active EE | $3,720 | $3,901-4.7% | $3,517+5.8% | $5,287-29.6% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |