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 | $69,089 | $90,503-23.7% | $78,689-12.2% | $273,961-74.8% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 4.75% | 75.60%-70.9pp | 62.18%-57.4pp | 41.45%-36.7pp |
| Employer contribution / active EE | $5,639 | $3,176+77.6% | $2,851+97.8% | $4,869+15.8% |
| Participant deferral / active EE | $5,639 | $3,901+44.5% | $3,517+60.3% | $5,287+6.7% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |