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 | $44,340 | $165,912-73.3% | $122,332-63.8% | $147,584-70.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 16.62% | 34.55%-17.9pp | 30.27%-13.7pp | 578.55%-561.9pp |
| Employer contribution / active EE | $7,259 | $5,754+26.2% | $4,050+79.2% | $4,876+48.9% |
| Participant deferral / active EE | $5,886 | $4,005+46.9% | $3,287+79.1% | $5,439+8.2% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |