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 | $20,227 | $93,071-78.3% | $74,583-72.9% | $273,961-92.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 15.19% | 26.18%-11.0pp | 20.47%-5.3pp | 41.45%-26.3pp |
| Employer contribution / active EE | $16,156 | $3,160+411.3% | $2,525+539.8% | $4,869+231.8% |
| Participant deferral / active EE | $12,029 | $4,160+189.2% | $3,458+247.9% | $5,287+127.5% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |