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 | $76,024 | $124,425-38.9% | $112,040-32.1% | $137,256-44.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 18.02% | 24.72%-6.7pp | 24.52%-6.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $7,485 | $3,411+119.4% | $2,954+153.4% | $4,156+80.1% |
| Participant deferral / active EE | $8,067 | $5,718+41.1% | $5,098+58.2% | $6,407+25.9% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |