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 | $64,601 | $93,346-30.8% | $71,796-10.0% | $273,961-76.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 9.28% | 130.39%-121.1pp | 78.04%-68.8pp | 41.45%-32.2pp |
| Employer contribution / active EE | $2,770 | $2,733+1.3% | $1,924+43.9% | $4,869-43.1% |
| Participant deferral / active EE | $5,770 | $3,475+66.0% | $2,794+106.5% | $5,287+9.1% |
| Admin fee / account holder | $2 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |