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 | $164,507 | $135,952+21.0% | $123,892+32.8% | $273,961-40.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.39% | 56.63%-45.2pp | 47.52%-36.1pp | 41.45%-30.1pp |
| Employer contribution / active EE | $28,880 | $5,170+458.6% | $4,617+525.5% | $4,869+493.2% |
| Participant deferral / active EE | $9,950 | $6,343+56.9% | $5,984+66.3% | $5,287+88.2% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |