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 | $80,759 | $104,251-22.5% | $91,001-11.3% | $147,584-45.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 21.68% | 27.06%-5.4pp | 4.60%+17.1pp | 578.55%-556.9pp |
| Employer contribution / active EE | $10,640 | $3,116+241.5% | $2,456+333.3% | $4,876+118.2% |
| Participant deferral / active EE | $10,674 | $4,195+154.4% | $3,547+200.9% | $5,439+96.3% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |