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 | $83,871 | $96,557-13.1% | $80,975+3.6% | $273,961-69.4% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 8.53% | 15.14%-6.6pp | 17.10%-8.6pp | 41.45%-32.9pp |
| Employer contribution / active EE | $6,845 | $4,868+40.6% | $3,714+84.3% | $4,869+40.6% |
| Participant deferral / active EE | $19,017 | $6,598+188.2% | $5,696+233.8% | $5,287+259.7% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |