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 | $136,853 | $153,772-11.0% | $133,980+2.1% | $273,961-50.0% |
| Participation rate | 81.8% | 88.4%-6.5pp | 87.1%-5.2pp | 83.0%-1.2pp |
| Annual return | 6.99% | 36.51%-29.5pp | 29.30%-22.3pp | 41.45%-34.5pp |
| Employer contribution / active EE | $2,359 | $6,029-60.9% | $5,211-54.7% | $4,869-51.6% |
| Participant deferral / active EE | $4,633 | $6,958-33.4% | $6,282-26.3% | $5,287-12.4% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |