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 | $98,916 | $132,239-25.2% | $105,722-6.4% | $273,961-63.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 7.94% | 10.07%-2.1pp | 12.25%-4.3pp | 41.45%-33.5pp |
| Employer contribution / active EE | $14,755 | $4,867+203.2% | $4,079+261.7% | $4,869+203.1% |
| Participant deferral / active EE | $12,689 | $6,233+103.6% | $5,326+138.3% | $5,287+140.0% |
| Admin fee / account holder | $0 | $12,032-100.0% | $8,308-100.0% | $10,132-100.0% |