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 | $33,734 | $67,606-50.1% | $82,313-59.0% | $70,131-51.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 20.12% | 21.57%-1.4pp | 25.88%-5.8pp | 73.14%-53.0pp |
| Employer contribution / active EE | $2,068 | $1,755+17.9% | $2,428-14.8% | $2,342-11.7% |
| Participant deferral / active EE | $4,339 | $2,987+45.3% | $3,706+17.1% | $3,332+30.2% |
| Admin fee / account holder | $0 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |