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 | $135,804 | $152,587-11.0% | $125,175+8.5% | $152,861-11.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 27.26% | 54.84%-27.6pp | 43.79%-16.5pp | 345.32%-318.1pp |
| Employer contribution / active EE | $4,598 | $4,946-7.0% | $3,865+18.9% | $4,762-3.5% |
| Participant deferral / active EE | $11,035 | $5,868+88.1% | $4,937+123.5% | $5,850+88.6% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |