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 | $69,854 | $90,503-22.8% | $78,689-11.2% | $273,961-74.5% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 11.81% | 75.60%-63.8pp | 62.18%-50.4pp | 41.45%-29.6pp |
| Employer contribution / active EE | $4,736 | $3,176+49.1% | $2,851+66.1% | $4,869-2.7% |
| Participant deferral / active EE | $7,029 | $3,901+80.2% | $3,517+99.9% | $5,287+32.9% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |