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 | $54,621 | $96,557-43.4% | $80,975-32.5% | $273,961-80.1% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 11.41% | 15.14%-3.7pp | 17.10%-5.7pp | 41.45%-30.0pp |
| Employer contribution / active EE | $4,378 | $4,868-10.1% | $3,714+17.9% | $4,869-10.1% |
| Participant deferral / active EE | $9,355 | $6,598+41.8% | $5,696+64.2% | $5,287+76.9% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |