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 | $139,760 | $165,984-15.8% | $164,813-15.2% | $145,922-4.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.67% | 100.03%-82.4pp | 69.93%-52.3pp | 561.29%-543.6pp |
| Employer contribution / active EE | $7,973 | $5,273+51.2% | $4,341+83.7% | $4,660+71.1% |
| Participant deferral / active EE | $8,989 | $6,959+29.2% | $6,031+49.0% | $6,688+34.4% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |