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 | $84,586 | $101,069-16.3% | $81,478+3.8% | $147,584-42.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 19.60% | 32.40%-12.8pp | 38.78%-19.2pp | 578.55%-559.0pp |
| Employer contribution / active EE | $2,348 | $3,205-26.8% | $2,568-8.6% | $4,876-51.9% |
| Participant deferral / active EE | $7,620 | $4,242+79.6% | $3,537+115.4% | $5,439+40.1% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |