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 | $84,440 | $112,881-25.2% | $90,951-7.2% | $158,922-46.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 14.26% | 215.79%-201.5pp | 134.60%-120.3pp | 302.83%-288.6pp |
| Employer contribution / active EE | $10,545 | $2,893+264.5% | $2,122+396.9% | $4,761+121.5% |
| Participant deferral / active EE | $11,375 | $4,128+175.6% | $3,373+237.2% | $5,982+90.1% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |