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 | $104,719 | $817,678-87.2% | $392,568-73.3% | $152,861-31.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.4%+17.6pp |
| Annual return | 25.74% | 22.84%+2.9pp | 24.42%+1.3pp | 345.32%-319.6pp |
| Employer contribution / active EE | $7,935 | $5,502+44.2% | $3,783+109.7% | $4,762+66.6% |
| Participant deferral / active EE | $16,009 | $8,398+90.6% | $5,985+167.5% | $5,850+173.7% |
| Admin fee / account holder | $0 | $12,095-100.0% | $6,260-100.0% | $11,596-100.0% |