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 | $151,741 | $116,175+30.6% | $93,606+62.1% | $152,861-0.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 17.80% | 35.96%-18.2pp | 32.76%-15.0pp | 345.32%-327.5pp |
| Employer contribution / active EE | $8,692 | $3,218+170.1% | $2,718+219.8% | $4,762+82.5% |
| Participant deferral / active EE | $7,733 | $4,603+68.0% | $4,069+90.1% | $5,850+32.2% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |