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 | $167,892 | $167,307+0.3% | $143,757+16.8% | $134,475+24.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.30% | 0.46%-8.8pp | -0.04%-8.3pp | 417.96%-426.3pp |
| Employer contribution / active EE | $5,200 | $5,619-7.5% | $4,951+5.0% | $4,740+9.7% |
| Participant deferral / active EE | $2,682 | $6,446-58.4% | $5,637-52.4% | $6,400-58.1% |
| Admin fee / account holder | $33 | $18,088-99.8% | $14,673-99.8% | $11,426-99.7% |