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 | $158,186 | $214,378-26.2% | $200,582-21.1% | $142,382+11.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 11.75% | 46.41%-34.7pp | 42.33%-30.6pp | 217.08%-205.3pp |
| Employer contribution / active EE | $7,639 | $6,841+11.7% | $6,419+19.0% | $4,299+77.7% |
| Participant deferral / active EE | $18,474 | $9,865+87.3% | $9,331+98.0% | $6,507+183.9% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |