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 | $41,364 | $135,952-69.6% | $123,892-66.6% | $273,961-84.9% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 14.71% | 56.63%-41.9pp | 47.52%-32.8pp | 41.45%-26.7pp |
| Employer contribution / active EE | $9,852 | $5,170+90.6% | $4,617+113.4% | $4,869+102.4% |
| Participant deferral / active EE | $4,185 | $6,343-34.0% | $5,984-30.1% | $5,287-20.9% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |