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 | $225,572 | $167,307+34.8% | $143,757+56.9% | $134,475+67.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.43% | 0.46%-15.9pp | -0.04%-15.4pp | 417.96%-433.4pp |
| Employer contribution / active EE | $14,375 | $5,619+155.8% | $4,951+190.3% | $4,740+203.3% |
| Participant deferral / active EE | $11,477 | $6,446+78.1% | $5,637+103.6% | $6,400+79.3% |
| Admin fee / account holder | $162 | $18,088-99.1% | $14,673-98.9% | $11,426-98.6% |