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 | $139,306 | $83,337+67.2% | $67,834+105.4% | $273,961-49.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 8.73% | 259.45%-250.7pp | 138.47%-129.7pp | 41.45%-32.7pp |
| Employer contribution / active EE | $14,407 | $3,287+338.3% | $2,403+499.4% | $4,869+195.9% |
| Participant deferral / active EE | $12,000 | $4,088+193.5% | $3,160+279.8% | $5,287+127.0% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |