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 | $145,222 | $153,772-5.6% | $133,980+8.4% | $273,961-47.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.58% | 36.51%-26.9pp | 29.30%-19.7pp | 41.45%-31.9pp |
| Employer contribution / active EE | $20,428 | $6,029+238.8% | $5,211+292.0% | $4,869+319.6% |
| Participant deferral / active EE | $12,481 | $6,958+79.4% | $6,282+98.7% | $5,287+136.1% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |