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 | $58,119 | $103,949-44.1% | $69,182-16.0% | $273,961-78.8% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 9.17% | 35.28%-26.1pp | -21.93%+31.1pp | 41.45%-32.3pp |
| Employer contribution / active EE | $1,760 | $1,783-1.3% | $1,206+45.9% | $4,869-63.9% |
| Participant deferral / active EE | $9,900 | $2,716+264.4% | $1,897+421.9% | $5,287+87.2% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |