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 | $128,421 | $111,301+15.4% | $112,977+13.7% | $158,922-19.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 22.61% | 26.40%-3.8pp | 24.24%-1.6pp | 302.83%-280.2pp |
| Employer contribution / active EE | $13,927 | $4,471+211.5% | $4,255+227.3% | $4,761+192.5% |
| Participant deferral / active EE | $10,061 | $5,880+71.1% | $5,836+72.4% | $5,982+68.2% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,294-100.0% | $11,246-100.0% |