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 | $168,091 | $167,307+0.5% | $143,757+16.9% | $134,475+25.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.24% | 0.46%-11.7pp | -0.04%-11.2pp | 417.96%-429.2pp |
| Employer contribution / active EE | $14,588 | $5,619+159.6% | $4,951+194.6% | $4,740+207.8% |
| Participant deferral / active EE | $12,990 | $6,446+101.5% | $5,637+130.4% | $6,400+103.0% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |