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 | $123,156 | $102,828+19.8% | $105,387+16.9% | $152,861-19.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 14.71% | 20.85%-6.1pp | 26.82%-12.1pp | 345.32%-330.6pp |
| Employer contribution / active EE | $10,458 | $4,473+133.8% | $4,213+148.2% | $4,762+119.6% |
| Participant deferral / active EE | $5,459 | $5,465-0.1% | $5,502-0.8% | $5,850-6.7% |
| Admin fee / account holder | $0 | $8,683-100.0% | $6,559-100.0% | $11,596-100.0% |