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 | $147,229 | $103,949+41.6% | $69,182+112.8% | $273,961-46.3% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 6.52% | 35.28%-28.8pp | -21.93%+28.5pp | 41.45%-34.9pp |
| Employer contribution / active EE | $1,772 | $1,783-0.6% | $1,206+46.9% | $4,869-63.6% |
| Participant deferral / active EE | $10,503 | $2,716+286.6% | $1,897+453.7% | $5,287+98.7% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |