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 | $25,173 | $90,503-72.2% | $78,689-68.0% | $273,961-90.8% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 7.56% | 75.60%-68.0pp | 62.18%-54.6pp | 41.45%-33.9pp |
| Employer contribution / active EE | $3,850 | $3,176+21.2% | $2,851+35.1% | $4,869-20.9% |
| Participant deferral / active EE | $4,680 | $3,901+20.0% | $3,517+33.1% | $5,287-11.5% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |