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 | $82,630 | $149,679-44.8% | $117,039-29.4% | $147,584-44.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 19.43% | 19.31%+0.1pp | 18.95%+0.5pp | 578.55%-559.1pp |
| Employer contribution / active EE | $2,252 | $4,937-54.4% | $3,785-40.5% | $4,876-53.8% |
| Participant deferral / active EE | $2,971 | $4,912-39.5% | $3,929-24.4% | $5,439-45.4% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,885-100.0% |