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 | $91,651 | $110,261-16.9% | $95,745-4.3% | $139,434-34.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.58% | 27.11%-17.5pp | 28.35%-18.8pp | 372.94%-363.4pp |
| Employer contribution / active EE | $11,216 | $3,257+244.3% | $2,835+295.7% | $4,751+136.1% |
| Participant deferral / active EE | $9,292 | $4,676+98.7% | $4,245+118.9% | $6,710+38.5% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |