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 | $170,904 | $167,307+2.2% | $143,757+18.9% | $134,475+27.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.54% | 0.46%-16.0pp | -0.04%-15.5pp | 417.96%-433.5pp |
| Employer contribution / active EE | $2,207 | $5,619-60.7% | $4,951-55.4% | $4,740-53.4% |
| Participant deferral / active EE | $9,344 | $6,446+45.0% | $5,637+65.8% | $6,400+46.0% |
| Admin fee / account holder | $191 | $18,088-98.9% | $14,673-98.7% | $11,426-98.3% |