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 | $30,974 | $127,264-75.7% | $109,895-71.8% | $167,490-81.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 18.46% | 22.97%-4.5pp | 29.45%-11.0pp | 478.56%-460.1pp |
| Employer contribution / active EE | $9,693 | $3,322+191.8% | $2,842+241.0% | $4,837+100.4% |
| Participant deferral / active EE | $4,000 | $4,514-11.4% | $4,048-1.2% | $6,341-36.9% |
| Admin fee / account holder | $0 | $7,114-100.0% | $6,066-100.0% | $12,309-100.0% |