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 | $60,492 | $153,772-60.7% | $133,980-54.8% | $273,961-77.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 13.80% | 36.51%-22.7pp | 29.30%-15.5pp | 41.45%-27.7pp |
| Employer contribution / active EE | $12,147 | $6,029+101.5% | $5,211+133.1% | $4,869+149.5% |
| Participant deferral / active EE | $16,712 | $6,958+140.2% | $6,282+166.0% | $5,287+216.1% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |