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 | $154,918 | $167,307-7.4% | $143,757+7.8% | $134,475+15.2% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -17.68% | 0.46%-18.1pp | -0.04%-17.6pp | 417.96%-435.6pp |
| Employer contribution / active EE | $10,181 | $5,619+81.2% | $4,951+105.6% | $4,740+114.8% |
| Participant deferral / active EE | $6,642 | $6,446+3.0% | $5,637+17.8% | $6,400+3.8% |
| Admin fee / account holder | $167 | $18,088-99.1% | $14,673-98.9% | $11,426-98.5% |