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 | $65,750 | $152,587-56.9% | $125,175-47.5% | $152,861-57.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 21.37% | 54.84%-33.5pp | 43.79%-22.4pp | 345.32%-323.9pp |
| Employer contribution / active EE | $10,598 | $4,946+114.3% | $3,865+174.2% | $4,762+122.5% |
| Participant deferral / active EE | $7,483 | $5,868+27.5% | $4,937+51.6% | $5,850+27.9% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |