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 | $78,298 | $83,337-6.0% | $67,834+15.4% | $273,961-71.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 22.91% | 259.45%-236.5pp | 138.47%-115.6pp | 41.45%-18.5pp |
| Employer contribution / active EE | $18,000 | $3,287+447.6% | $2,403+648.9% | $4,869+269.7% |
| Participant deferral / active EE | $18,000 | $4,088+340.3% | $3,160+469.7% | $5,287+240.5% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |