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 | $102,255 | $90,503+13.0% | $78,689+29.9% | $273,961-62.7% |
| Participation rate | 71.4% | 76.5%-5.1pp | 73.6%-2.1pp | 83.0%-11.6pp |
| Annual return | 6.40% | 75.60%-69.2pp | 62.18%-55.8pp | 41.45%-35.1pp |
| Employer contribution / active EE | $331 | $3,176-89.6% | $2,851-88.4% | $4,869-93.2% |
| Participant deferral / active EE | $6,857 | $3,901+75.8% | $3,517+95.0% | $5,287+29.7% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |