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 | $138,690 | $83,337+66.4% | $67,834+104.5% | $273,961-49.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 5.33% | 259.45%-254.1pp | 138.47%-133.1pp | 41.45%-36.1pp |
| Employer contribution / active EE | $1,700 | $3,287-48.3% | $2,403-29.3% | $4,869-65.1% |
| Participant deferral / active EE | $10,839 | $4,088+165.2% | $3,160+243.0% | $5,287+105.0% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |