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 | $74,364 | $95,266-21.9% | $82,389-9.7% | $142,382-47.8% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.5%+10.5pp | 80.1%-0.1pp |
| Annual return | 12.81% | 25.74%-12.9pp | 28.67%-15.9pp | 217.08%-204.3pp |
| Employer contribution / active EE | $994 | $2,991-66.8% | $2,517-60.5% | $4,299-76.9% |
| Participant deferral / active EE | $7,143 | $4,809+48.5% | $4,155+71.9% | $6,507+9.8% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |