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 | $43,103 | $132,239-67.4% | $105,722-59.2% | $273,961-84.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 9.48% | 10.07%-0.6pp | 12.25%-2.8pp | 41.45%-32.0pp |
| Employer contribution / active EE | $5,509 | $4,867+13.2% | $4,079+35.1% | $4,869+13.2% |
| Participant deferral / active EE | $11,538 | $6,233+85.1% | $5,326+116.6% | $5,287+118.2% |
| Admin fee / account holder | $0 | $12,032-100.0% | $8,308-100.0% | $10,132-100.0% |