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 | $152,253 | $103,376+47.3% | $87,100+74.8% | $152,861-0.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 32.48% | 28.10%+4.4pp | 28.19%+4.3pp | 345.32%-312.8pp |
| Employer contribution / active EE | $16,667 | $3,220+417.5% | $2,521+561.0% | $4,762+250.0% |
| Participant deferral / active EE | $14,357 | $4,778+200.5% | $4,049+254.6% | $5,850+145.4% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |