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 | $118,403 | $232,540-49.1% | $185,117-36.0% | $147,584-19.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 18.74% | 43.03%-24.3pp | 40.50%-21.8pp | 578.55%-559.8pp |
| Employer contribution / active EE | $12,346 | $5,195+137.7% | $4,182+195.3% | $4,876+153.2% |
| Participant deferral / active EE | $2,814 | $5,834-51.8% | $5,045-44.2% | $5,439-48.3% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |