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 | $174,935 | $99,341+76.1% | $84,750+106.4% | $273,961-36.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.88% | 22.93%-17.0pp | 22.78%-16.9pp | 41.45%-35.6pp |
| Employer contribution / active EE | $12,862 | $4,214+205.2% | $3,574+259.9% | $4,869+164.2% |
| Participant deferral / active EE | $4,352 | $4,269+1.9% | $3,712+17.3% | $5,287-17.7% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |