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 | $66,717 | $96,557-30.9% | $80,975-17.6% | $273,961-75.6% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 6.40% | 15.14%-8.7pp | 17.10%-10.7pp | 41.45%-35.1pp |
| Employer contribution / active EE | $3,820 | $4,868-21.5% | $3,714+2.8% | $4,869-21.5% |
| Participant deferral / active EE | $10,079 | $6,598+52.8% | $5,696+76.9% | $5,287+90.6% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |