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 | $74,155 | $99,079-25.2% | $77,999-4.9% | $273,961-72.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 15.17% | 217.93%-202.8pp | 425.96%-410.8pp | 41.45%-26.3pp |
| Employer contribution / active EE | $5,067 | $3,308+53.2% | $2,470+105.1% | $4,869+4.1% |
| Participant deferral / active EE | $15,512 | $4,306+260.2% | $3,497+343.6% | $5,287+193.4% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |