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 | $237,268 | $90,503+162.2% | $78,689+201.5% | $273,961-13.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.35% | 75.60%-68.2pp | 62.18%-54.8pp | 41.45%-34.1pp |
| Employer contribution / active EE | $12,883 | $3,176+305.7% | $2,851+351.9% | $4,869+164.6% |
| Participant deferral / active EE | $12,851 | $3,901+229.4% | $3,517+265.4% | $5,287+143.1% |
| Admin fee / account holder | $3 | $5,263-100.0% | $4,510-99.9% | $10,132-100.0% |