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 | $109,380 | $127,264-14.1% | $109,895-0.5% | $167,490-34.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 25.27% | 22.97%+2.3pp | 29.45%-4.2pp | 478.56%-453.3pp |
| Employer contribution / active EE | $16,161 | $3,322+386.4% | $2,842+468.6% | $4,837+234.1% |
| Participant deferral / active EE | $9,097 | $4,514+101.5% | $4,048+124.7% | $6,341+43.5% |
| Admin fee / account holder | $0 | $7,114-100.0% | $6,066-100.0% | $12,309-100.0% |