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 | $128,690 | $110,261+16.7% | $95,745+34.4% | $139,434-7.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.99% | 27.11%-9.1pp | 28.35%-10.4pp | 372.94%-354.9pp |
| Employer contribution / active EE | $4,829 | $3,257+48.3% | $2,835+70.4% | $4,751+1.6% |
| Participant deferral / active EE | $10,273 | $4,676+119.7% | $4,245+142.0% | $6,710+53.1% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |