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 | $90,646 | $118,680-23.6% | $98,907-8.4% | $158,922-43.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 10.57% | 372.35%-361.8pp | 196.43%-185.9pp | 302.83%-292.3pp |
| Employer contribution / active EE | $4,584 | $3,333+37.5% | $2,689+70.5% | $4,761-3.7% |
| Participant deferral / active EE | $5,200 | $5,088+2.2% | $4,244+22.5% | $5,982-13.1% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |