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 | $194,365 | $167,307+16.2% | $143,757+35.2% | $134,475+44.5% |
| Participation rate | 92.9% | 84.8%+8.0pp | 80.3%+12.6pp | 81.2%+11.6pp |
| Annual return | -12.13% | 0.46%-12.6pp | -0.04%-12.1pp | 417.96%-430.1pp |
| Employer contribution / active EE | $5,449 | $5,619-3.0% | $4,951+10.1% | $4,740+15.0% |
| Participant deferral / active EE | $6,285 | $6,446-2.5% | $5,637+11.5% | $6,400-1.8% |
| Admin fee / account holder | $72 | $18,088-99.6% | $14,673-99.5% | $11,426-99.4% |