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 | $172,594 | $113,339+52.3% | $94,993+81.7% | $147,584+16.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 13.85% | 20.77%-6.9pp | 27.12%-13.3pp | 578.55%-564.7pp |
| Employer contribution / active EE | $10,000 | $3,160+216.4% | $2,603+284.1% | $4,876+105.1% |
| Participant deferral / active EE | $4,190 | $3,777+10.9% | $3,317+26.3% | $5,439-23.0% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |