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 | $89,093 | $203,436-56.2% | $152,466-41.6% | $167,490-46.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 11.95% | 13.80%-1.9pp | 757.33%-745.4pp | 478.56%-466.6pp |
| Employer contribution / active EE | $2,169 | $5,220-58.5% | $4,327-49.9% | $4,837-55.2% |
| Participant deferral / active EE | $4,388 | $6,716-34.7% | $5,820-24.6% | $6,341-30.8% |
| Admin fee / account holder | $0 | $22,506-100.0% | $15,805-100.0% | $12,309-100.0% |