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 | $86,758 | $228,332-62.0% | $185,823-53.3% | $158,922-45.4% |
| Participation rate | 70.0% | 82.3%-12.3pp | 78.0%-8.0pp | 82.0%-12.0pp |
| Annual return | 19.78% | 40.80%-21.0pp | 35.95%-16.2pp | 302.83%-283.0pp |
| Employer contribution / active EE | $3,114 | $4,967-37.3% | $4,087-23.8% | $4,761-34.6% |
| Participant deferral / active EE | $4,879 | $6,415-23.9% | $5,632-13.4% | $5,982-18.4% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |