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 | $108,618 | $65,685+65.4% | $57,179+90.0% | $273,961-60.4% |
| Participation rate | 83.3% | 78.3%+5.0pp | 75.3%+8.0pp | 83.0%+0.3pp |
| Annual return | 7.51% | 21.99%-14.5pp | 14.59%-7.1pp | 41.45%-33.9pp |
| Employer contribution / active EE | $2,039 | $3,279-37.8% | $2,682-24.0% | $4,869-58.1% |
| Participant deferral / active EE | $5,875 | $3,782+55.4% | $3,096+89.8% | $5,287+11.1% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |