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 | $94,826 | $165,584-42.7% | $142,942-33.7% | $137,256-30.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | 17.34% | 164.22%-146.9pp | 113.70%-96.4pp | 220.34%-203.0pp |
| Employer contribution / active EE | $3,418 | $4,725-27.7% | $4,139-17.4% | $4,156-17.8% |
| Participant deferral / active EE | $18,402 | $8,194+124.6% | $7,128+158.2% | $6,407+187.2% |
| Admin fee / account holder | $0 | $16,167-100.0% | $12,475-100.0% | $12,270-100.0% |