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 | $54,650 | $96,956-43.6% | $70,014-21.9% | $273,961-80.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 15.10% | 12.93%+2.2pp | 12.99%+2.1pp | 41.45%-26.3pp |
| Employer contribution / active EE | $14,400 | $3,316+334.3% | $2,338+515.8% | $4,869+195.8% |
| Participant deferral / active EE | $16,800 | $3,744+348.7% | $2,931+473.2% | $5,287+217.8% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,380-100.0% | $10,132-100.0% |