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 | $68,843 | $77,813-11.5% | $123,544-44.3% | $64,186+7.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 11.33% | 12.48%-1.2pp | 119.20%-107.9pp | 7.63%+3.7pp |
| Employer contribution / active EE | $16,101 | $3,014+434.2% | $4,628+247.9% | $2,381+576.3% |
| Participant deferral / active EE | $7,318 | $5,240+39.7% | $6,426+13.9% | $3,470+110.9% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,888-100.0% |