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 | $47,748 | $125,758-62.0% | $169,993-71.9% | $75,163-36.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 15.78% | 27.20%-11.4pp | 53.37%-37.6pp | 160.62%-144.8pp |
| Employer contribution / active EE | $9,999 | $4,615+116.7% | $6,785+47.4% | $2,670+274.5% |
| Participant deferral / active EE | $7,659 | $6,837+12.0% | $10,408-26.4% | $4,125+85.7% |
| Admin fee / account holder | $0 | $8,173-100.0% | $12,815-100.0% | $5,651-100.0% |