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 | $41,030 | $65,696-37.5% | $56,429-27.3% | $147,584-72.2% |
| Participation rate | 100.0% | 85.5%+14.5pp | 80.0%+20.0pp | 82.8%+17.2pp |
| Annual return | 24.90% | 13.32%+11.6pp | 19.04%+5.9pp | 578.55%-553.7pp |
| Employer contribution / active EE | $7,682 | $4,121+86.4% | $3,405+125.6% | $4,876+57.5% |
| Participant deferral / active EE | $10,435 | $4,876+114.0% | $3,951+164.1% | $5,439+91.9% |
| Admin fee / account holder | $0 | $5,947-100.0% | $4,466-100.0% | $10,885-100.0% |