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 | $196,616 | $140,588+39.9% | $123,104+59.7% | $125,391+56.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.55% | 16.80%-17.3pp | 13.22%-13.8pp | 282.22%-282.8pp |
| Employer contribution / active EE | $3,889 | $6,041-35.6% | $5,151-24.5% | $4,866-20.1% |
| Participant deferral / active EE | $3,666 | $6,980-47.5% | $6,230-41.2% | $5,352-31.5% |
| Admin fee / account holder | $19 | $11,198-99.8% | $9,015-99.8% | $9,540-99.8% |