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 | $92,627 | $162,781-43.1% | $133,956-30.9% | $158,922-41.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 10.41% | 41.94%-31.5pp | 45.09%-34.7pp | 302.83%-292.4pp |
| Employer contribution / active EE | $8,042 | $4,975+61.6% | $3,919+105.2% | $4,761+68.9% |
| Participant deferral / active EE | $11,917 | $5,911+101.6% | $5,048+136.1% | $5,982+99.2% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |