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 | $29,769 | $88,583-66.4% | $88,497-66.4% | $273,961-89.1% |
| Participation rate | 80.0% | 83.5%-3.5pp | 82.4%-2.4pp | 83.0%-3.0pp |
| Annual return | 12.61% | 5.68%+6.9pp | 7.63%+5.0pp | 41.45%-28.8pp |
| Employer contribution / active EE | $1,757 | $4,502-61.0% | $4,036-56.5% | $4,869-63.9% |
| Participant deferral / active EE | $8,236 | $4,891+68.4% | $4,899+68.1% | $5,287+55.8% |
| Admin fee / account holder | $0 | $8,980-100.0% | $6,220-100.0% | $10,132-100.0% |