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 | $62,505 | $96,557-35.3% | $80,975-22.8% | $273,961-77.2% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 13.79% | 15.14%-1.4pp | 17.10%-3.3pp | 41.45%-27.7pp |
| Employer contribution / active EE | $7,819 | $4,868+60.6% | $3,714+110.5% | $4,869+60.6% |
| Participant deferral / active EE | $8,778 | $6,598+33.0% | $5,696+54.1% | $5,287+66.0% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |