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 | $105,432 | $115,882-9.0% | $100,516+4.9% | $158,922-33.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 15.07% | 34.79%-19.7pp | 30.89%-15.8pp | 302.83%-287.8pp |
| Employer contribution / active EE | $3,400 | $4,103-17.1% | $3,418-0.5% | $4,761-28.6% |
| Participant deferral / active EE | $11,876 | $6,674+77.9% | $6,270+89.4% | $5,982+98.5% |
| Admin fee / account holder | $0 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |