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 | $128,908 | $228,332-43.5% | $185,823-30.6% | $158,922-18.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 23.54% | 40.80%-17.3pp | 35.95%-12.4pp | 302.83%-279.3pp |
| Employer contribution / active EE | $14,434 | $4,967+190.6% | $4,087+253.1% | $4,761+203.2% |
| Participant deferral / active EE | $8,667 | $6,415+35.1% | $5,632+53.9% | $5,982+44.9% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |