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 | $155,400 | $101,069+53.8% | $81,478+90.7% | $147,584+5.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 15.72% | 32.40%-16.7pp | 38.78%-23.1pp | 578.55%-562.8pp |
| Employer contribution / active EE | $5,578 | $3,205+74.0% | $2,568+117.2% | $4,876+14.4% |
| Participant deferral / active EE | $9,383 | $4,242+121.2% | $3,537+165.3% | $5,439+72.5% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |