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 | $112,220 | $127,386-11.9% | $115,037-2.4% | $125,391-10.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 3.85% | 31.28%-27.4pp | 26.14%-22.3pp | 282.22%-278.4pp |
| Employer contribution / active EE | $22,932 | $5,166+343.9% | $4,608+397.7% | $4,866+371.3% |
| Participant deferral / active EE | $9,100 | $6,423+41.7% | $6,026+51.0% | $5,352+70.0% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |