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 | $232,144 | $93,346+148.7% | $71,796+223.3% | $273,961-15.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 8.21% | 130.39%-122.2pp | 78.04%-69.8pp | 41.45%-33.2pp |
| Employer contribution / active EE | $12,551 | $2,733+359.2% | $1,924+552.2% | $4,869+157.8% |
| Participant deferral / active EE | $8,829 | $3,475+154.1% | $2,794+215.9% | $5,287+67.0% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |