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 | $179,538 | $227,553-21.1% | $189,557-5.3% | $167,490+7.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 14.04% | 78.40%-64.4pp | 64.17%-50.1pp | 478.56%-464.5pp |
| Employer contribution / active EE | $12,372 | $5,316+132.7% | $4,412+180.4% | $4,837+155.8% |
| Participant deferral / active EE | $3,900 | $7,002-44.3% | $6,174-36.8% | $6,341-38.5% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |