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 | $70,811 | $215,361-67.1% | $171,082-58.6% | $273,961-74.2% |
| Participation rate | 72.7% | 82.0%-9.3pp | 76.7%-4.0pp | 83.0%-10.3pp |
| Annual return | 10.27% | 25.14%-14.9pp | 32.56%-22.3pp | 41.45%-31.2pp |
| Employer contribution / active EE | $5,749 | $4,967+15.7% | $4,002+43.6% | $4,869+18.1% |
| Participant deferral / active EE | $7,062 | $5,543+27.4% | $4,797+47.2% | $5,287+33.6% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |