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 | $91,462 | $112,881-19.0% | $90,951+0.6% | $158,922-42.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 20.85% | 215.79%-194.9pp | 134.60%-113.8pp | 302.83%-282.0pp |
| Employer contribution / active EE | $8,387 | $2,893+189.9% | $2,122+295.3% | $4,761+76.2% |
| Participant deferral / active EE | $7,883 | $4,128+91.0% | $3,373+133.7% | $5,982+31.8% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |