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 | $75,544 | $90,503-16.5% | $78,689-4.0% | $273,961-72.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 14.34% | 75.60%-61.3pp | 62.18%-47.8pp | 41.45%-27.1pp |
| Employer contribution / active EE | $3,863 | $3,176+21.6% | $2,851+35.5% | $4,869-20.7% |
| Participant deferral / active EE | $7,202 | $3,901+84.6% | $3,517+104.8% | $5,287+36.2% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |