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 | $60,228 | $90,503-33.5% | $78,689-23.5% | $273,961-78.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.62% | 75.60%-65.0pp | 62.18%-51.6pp | 41.45%-30.8pp |
| Employer contribution / active EE | $2,396 | $3,176-24.6% | $2,851-16.0% | $4,869-50.8% |
| Participant deferral / active EE | $7,582 | $3,901+94.3% | $3,517+115.6% | $5,287+43.4% |
| Admin fee / account holder | $3 | $5,263-99.9% | $4,510-99.9% | $10,132-100.0% |