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 | $58,546 | $228,332-74.4% | $185,823-68.5% | $158,922-63.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 28.22% | 40.80%-12.6pp | 35.95%-7.7pp | 302.83%-274.6pp |
| Employer contribution / active EE | $6,750 | $4,967+35.9% | $4,087+65.1% | $4,761+41.8% |
| Participant deferral / active EE | $13,601 | $6,415+112.0% | $5,632+141.5% | $5,982+127.4% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |