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 | $209,922 | $167,307+25.5% | $143,757+46.0% | $134,475+56.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.69% | 0.46%-19.2pp | -0.04%-18.7pp | 417.96%-436.7pp |
| Employer contribution / active EE | $5,365 | $5,619-4.5% | $4,951+8.4% | $4,740+13.2% |
| Participant deferral / active EE | $13,228 | $6,446+105.2% | $5,637+134.7% | $6,400+106.7% |
| Admin fee / account holder | $115 | $18,088-99.4% | $14,673-99.2% | $11,426-99.0% |