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 | $75,465 | $181,894-58.5% | $156,549-51.8% | $273,961-72.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 18.75% | 30.74%-12.0pp | 32.23%-13.5pp | 41.45%-22.7pp |
| Employer contribution / active EE | $3,290 | $6,248-47.3% | $5,501-40.2% | $4,869-32.4% |
| Participant deferral / active EE | $3,827 | $5,550-31.0% | $4,871-21.4% | $5,287-27.6% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |