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 | $92,064 | $74,879,922-99.9% | $40,145,923-99.8% | $273,961-66.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 68.4%+31.6pp | 83.0%+17.0pp |
| Annual return | 6.97% | 2.55%+4.4pp | 5.24%+1.7pp | 41.45%-34.5pp |
| Employer contribution / active EE | $0 | $2,350-100.0% | $1,844-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,356 | $2,962+47.1% | $2,591+68.1% | $5,287-17.6% |
| Admin fee / account holder | $0 | $3,725-100.0% | $2,903-100.0% | $10,132-100.0% |