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 | $164,297 | $95,193+72.6% | $76,523+114.7% | $135,375+21.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 9.26% | 4.85%+4.4pp | -0.27%+9.5pp | 519.73%-510.5pp |
| Employer contribution / active EE | $49,099 | $3,302+1386.7% | $2,647+1754.8% | $4,779+927.4% |
| Participant deferral / active EE | $28,500 | $4,639+514.3% | $3,835+643.1% | $5,609+408.1% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |