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 | $100,815 | $100,901-0.1% | $75,670+33.2% | $147,584-31.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 27.38% | 35.78%-8.4pp | 27.34%0pp | 578.55%-551.2pp |
| Employer contribution / active EE | $14,400 | $3,253+342.6% | $2,352+512.3% | $4,876+195.3% |
| Participant deferral / active EE | $16,800 | $4,027+317.2% | $3,142+434.6% | $5,439+208.9% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,800-100.0% | $10,885-100.0% |