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 | $82,368 | $90,503-9.0% | $78,689+4.7% | $273,961-69.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 12.92% | 75.60%-62.7pp | 62.18%-49.3pp | 41.45%-28.5pp |
| Employer contribution / active EE | $28,104 | $3,176+784.9% | $2,851+885.9% | $4,869+477.2% |
| Participant deferral / active EE | $17,134 | $3,901+339.2% | $3,517+387.2% | $5,287+224.1% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |