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 | $75,501 | $153,772-50.9% | $133,980-43.6% | $273,961-72.4% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.1%-12.1pp | 83.0%-8.0pp |
| Annual return | 3.36% | 36.51%-33.2pp | 29.30%-25.9pp | 41.45%-38.1pp |
| Employer contribution / active EE | $17,651 | $6,029+192.8% | $5,211+238.7% | $4,869+262.5% |
| Participant deferral / active EE | $12,569 | $6,958+80.6% | $6,282+100.1% | $5,287+137.7% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |