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 | $230,511 | $163,687+40.8% | $108,745+112.0% | $273,961-15.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.7%+22.3pp | 83.0%+17.0pp |
| Annual return | 8.10% | 31.16%-23.1pp | 46.22%-38.1pp | 41.45%-33.4pp |
| Employer contribution / active EE | $6,604 | $4,711+40.2% | $3,323+98.7% | $4,869+35.6% |
| Participant deferral / active EE | $12,238 | $7,155+71.0% | $5,121+139.0% | $5,287+131.5% |
| Admin fee / account holder | $0 | $12,890-100.0% | $6,144-100.0% | $10,132-100.0% |