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 | $206,400 | $101,069+104.2% | $81,478+153.3% | $147,584+39.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 13.96% | 32.40%-18.4pp | 38.78%-24.8pp | 578.55%-564.6pp |
| Employer contribution / active EE | $4,235 | $3,205+32.1% | $2,568+64.9% | $4,876-13.2% |
| Participant deferral / active EE | $13,468 | $4,242+217.5% | $3,537+280.8% | $5,439+147.6% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |