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 | $32,530 | $90,503-64.1% | $78,689-58.7% | $273,961-88.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 11.31% | 75.60%-64.3pp | 62.18%-50.9pp | 41.45%-30.1pp |
| Employer contribution / active EE | $2,488 | $3,176-21.7% | $2,851-12.7% | $4,869-48.9% |
| Participant deferral / active EE | $7,306 | $3,901+87.3% | $3,517+107.7% | $5,287+38.2% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |