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 | $102,824 | $105,630-2.7% | $87,507+17.5% | $273,961-62.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 1.73% | 12.25%-10.5pp | 12.21%-10.5pp | 41.45%-39.7pp |
| Employer contribution / active EE | $12,310 | $3,141+292.0% | $2,550+382.8% | $4,869+152.8% |
| Participant deferral / active EE | $9,987 | $3,601+177.4% | $3,149+217.2% | $5,287+88.9% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |