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 | $167,720 | $93,071+80.2% | $74,583+124.9% | $273,961-38.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 9.18% | 26.18%-17.0pp | 20.47%-11.3pp | 41.45%-32.3pp |
| Employer contribution / active EE | $11,664 | $3,160+269.2% | $2,525+361.9% | $4,869+139.6% |
| Participant deferral / active EE | $10,818 | $4,160+160.0% | $3,458+212.8% | $5,287+104.6% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |