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 | $106,425 | $78,672+35.3% | $109,143-2.5% | $85,850+24.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 16.68% | 25.09%-8.4pp | 25.75%-9.1pp | 318.53%-301.8pp |
| Employer contribution / active EE | $4,427 | $2,735+61.9% | $3,722+19.0% | $2,565+72.6% |
| Participant deferral / active EE | $7,499 | $3,467+116.3% | $4,653+61.2% | $3,952+89.8% |
| Admin fee / account holder | $0 | $5,469-100.0% | $6,752-100.0% | $6,260-100.0% |