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 | $102,135 | $183,963-44.5% | $162,163-37.0% | $152,861-33.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 33.78% | 150.76%-117.0pp | 115.59%-81.8pp | 345.32%-311.5pp |
| Employer contribution / active EE | $3,781 | $6,371-40.6% | $5,614-32.6% | $4,762-20.6% |
| Participant deferral / active EE | $15,916 | $8,034+98.1% | $7,298+118.1% | $5,850+172.1% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |