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 | $47,821 | $100,970-52.6% | $96,576-50.5% | $137,256-65.2% |
| Participation rate | 80.0% | 82.6%-2.6pp | 81.4%-1.4pp | 80.0%0pp |
| Annual return | 15.76% | 38.16%-22.4pp | 38.47%-22.7pp | 220.34%-204.6pp |
| Employer contribution / active EE | $6,058 | $3,809+59.0% | $3,553+70.5% | $4,156+45.8% |
| Participant deferral / active EE | $8,157 | $8,286-1.6% | $7,956+2.5% | $6,407+27.3% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |