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 | $68,730 | $153,772-55.3% | $133,980-48.7% | $273,961-74.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 12.59% | 36.51%-23.9pp | 29.30%-16.7pp | 41.45%-28.9pp |
| Employer contribution / active EE | $16,074 | $6,029+166.6% | $5,211+208.4% | $4,869+230.1% |
| Participant deferral / active EE | $14,950 | $6,958+114.8% | $6,282+138.0% | $5,287+182.8% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |