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 | $165,971 | $167,484-0.9% | $151,611+9.5% | $134,475+23.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.48% | 7.80%-20.3pp | 3.33%-15.8pp | 417.96%-430.4pp |
| Employer contribution / active EE | $12,444 | $6,829+82.2% | $6,166+101.8% | $4,740+162.5% |
| Participant deferral / active EE | $9,536 | $8,986+6.1% | $8,363+14.0% | $6,400+49.0% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |