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 8-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 | $49,188 | $181,894-73.0% | $156,549-68.6% | $273,961-82.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.07% | 30.74%-26.7pp | 32.23%-28.2pp | 41.45%-37.4pp |
| Employer contribution / active EE | $3,810 | $6,248-39.0% | $5,501-30.7% | $4,869-21.7% |
| Participant deferral / active EE | $5,604 | $5,550+1.0% | $4,871+15.0% | $5,287+6.0% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |