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 | $101,174 | $118,849-14.9% | $96,562+4.8% | $167,490-39.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 12.76% | 50.49%-37.7pp | 37.78%-25.0pp | 478.56%-465.8pp |
| Employer contribution / active EE | $2,803 | $3,120-10.2% | $2,356+18.9% | $4,837-42.1% |
| Participant deferral / active EE | $5,210 | $4,616+12.9% | $3,849+35.4% | $6,341-17.8% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |