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 | $68,735 | $110,257-37.7% | $96,544-28.8% | $139,434-50.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 19.33% | 26.32%-7.0pp | 25.84%-6.5pp | 372.94%-353.6pp |
| Employer contribution / active EE | $3,314 | $3,620-8.4% | $2,965+11.8% | $4,751-30.2% |
| Participant deferral / active EE | $7,821 | $5,548+41.0% | $4,851+61.2% | $6,710+16.6% |
| Admin fee / account holder | $3 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |