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 | $122,407 | $90,503+35.3% | $78,689+55.6% | $273,961-55.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.78% | 75.60%-64.8pp | 62.18%-51.4pp | 41.45%-30.7pp |
| Employer contribution / active EE | $9,043 | $3,176+184.7% | $2,851+217.2% | $4,869+85.7% |
| Participant deferral / active EE | $14,957 | $3,901+283.4% | $3,517+325.3% | $5,287+182.9% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |