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 | $208,057 | $167,307+24.4% | $143,757+44.7% | $134,475+54.7% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -14.13% | 0.46%-14.6pp | -0.04%-14.1pp | 417.96%-432.1pp |
| Employer contribution / active EE | $1,241 | $5,619-77.9% | $4,951-74.9% | $4,740-73.8% |
| Participant deferral / active EE | $8,729 | $6,446+35.4% | $5,637+54.8% | $6,400+36.4% |
| Admin fee / account holder | $250 | $18,088-98.6% | $14,673-98.3% | $11,426-97.8% |