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 | $197,118 | $131,829+49.5% | $108,579+81.5% | $273,961-28.0% |
| Participation rate | 90.0% | 83.5%+6.5pp | 79.6%+10.4pp | 83.0%+7.0pp |
| Annual return | 9.43% | -91.57%+101.0pp | -51.70%+61.1pp | 41.45%-32.0pp |
| Employer contribution / active EE | $4,003 | $4,912-18.5% | $3,758+6.5% | $4,869-17.8% |
| Participant deferral / active EE | $11,367 | $5,127+121.7% | $4,311+163.7% | $5,287+115.0% |
| Admin fee / account holder | $28 | $10,252-99.7% | $7,645-99.6% | $10,132-99.7% |