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 | $61,814 | $73,515-15.9% | $62,995-1.9% | $147,584-58.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 18.88% | 175.43%-156.5pp | 87.57%-68.7pp | 578.55%-559.7pp |
| Employer contribution / active EE | $4,199 | $3,320+26.4% | $2,759+52.2% | $4,876-13.9% |
| Participant deferral / active EE | $4,613 | $4,185+10.2% | $3,329+38.6% | $5,439-15.2% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |