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 | $54,168 | $89,753-39.6% | $107,525-49.6% | $84,808-36.1% |
| Participation rate | 90.3% | 68.1%+22.3pp | 75.1%+15.2pp | 68.3%+22.0pp |
| Annual return | 19.59% | 29.48%-9.9pp | 181.32%-161.7pp | 40.90%-21.3pp |
| Employer contribution / active EE | $3,756 | $3,113+20.6% | $3,754+0.1% | $2,631+42.8% |
| Participant deferral / active EE | $7,822 | $4,056+92.8% | $5,116+52.9% | $4,212+85.7% |
| Admin fee / account holder | $0 | $7,222-100.0% | $8,919-100.0% | $7,344-100.0% |