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 | $78,427 | $101,069-22.4% | $81,478-3.7% | $147,584-46.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 16.04% | 32.40%-16.4pp | 38.78%-22.7pp | 578.55%-562.5pp |
| Employer contribution / active EE | $11,809 | $3,205+268.4% | $2,568+359.9% | $4,876+142.2% |
| Participant deferral / active EE | $8,393 | $4,242+97.9% | $3,537+137.3% | $5,439+54.3% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |