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 | $133,685 | $96,956+37.9% | $70,014+90.9% | $273,961-51.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 7.38% | 12.93%-5.6pp | 12.99%-5.6pp | 41.45%-34.1pp |
| Employer contribution / active EE | $12,859 | $3,316+287.8% | $2,338+449.9% | $4,869+164.1% |
| Participant deferral / active EE | $8,667 | $3,744+131.5% | $2,931+195.7% | $5,287+63.9% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,380-100.0% | $10,132-100.0% |