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 8-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 | $63,477 | $124,425-49.0% | $112,040-43.3% | $137,256-53.8% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.5%+3.5pp | 80.0%0pp |
| Annual return | 15.08% | 24.72%-9.6pp | 24.52%-9.4pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,086 | $3,411-68.2% | $2,954-63.2% | $4,156-73.9% |
| Participant deferral / active EE | $3,747 | $5,718-34.5% | $5,098-26.5% | $6,407-41.5% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |