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 | $55,784 | $97,044-42.5% | $83,333-33.1% | $135,375-58.8% |
| Participation rate | 76.5% | 80.4%-3.9pp | 77.8%-1.3pp | 82.6%-6.2pp |
| Annual return | 1.09% | 12.31%-11.2pp | 10.63%-9.5pp | 519.73%-518.6pp |
| Employer contribution / active EE | $8,406 | $4,143+102.9% | $3,379+148.8% | $4,779+75.9% |
| Participant deferral / active EE | $9,710 | $5,964+62.8% | $5,565+74.5% | $5,609+73.1% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |