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 | $235,774 | $167,484+40.8% | $151,611+55.5% | $134,475+75.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.33% | 7.80%-20.1pp | 3.33%-15.7pp | 417.96%-430.3pp |
| Employer contribution / active EE | $3,054 | $6,829-55.3% | $6,166-50.5% | $4,740-35.6% |
| Participant deferral / active EE | $5,000 | $8,986-44.4% | $8,363-40.2% | $6,400-21.9% |
| Admin fee / account holder | $237 | $13,783-98.3% | $11,616-98.0% | $11,426-97.9% |