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 | $76,462 | $74,879,922-99.9% | $40,145,923-99.8% | $273,961-72.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 68.4%+31.6pp | 83.0%+17.0pp |
| Annual return | 7.70% | 2.55%+5.2pp | 5.24%+2.5pp | 41.45%-33.8pp |
| Employer contribution / active EE | $5,214 | $2,350+121.9% | $1,844+182.8% | $4,869+7.1% |
| Participant deferral / active EE | $7,265 | $2,962+145.3% | $2,591+180.4% | $5,287+37.4% |
| Admin fee / account holder | -$19 | $3,725-100.5% | $2,903-100.7% | $10,132-100.2% |