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 | $82,268 | $105,630-22.1% | $87,507-6.0% | $273,961-70.0% |
| Participation rate | 90.9% | 78.2%+12.7pp | 73.8%+17.1pp | 83.0%+7.9pp |
| Annual return | 5.25% | 12.25%-7.0pp | 12.21%-7.0pp | 41.45%-36.2pp |
| Employer contribution / active EE | $2,733 | $3,141-13.0% | $2,550+7.2% | $4,869-43.9% |
| Participant deferral / active EE | $6,710 | $3,601+86.4% | $3,149+113.1% | $5,287+26.9% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |