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 | $190,822 | $59,805+219.1% | $79,550+139.9% | $68,494+178.6% |
| Participation rate | 92.0% | 61.1%+30.9pp | 69.5%+22.5pp | 67.9%+24.1pp |
| Annual return | -15.92% | -12.30%-3.6pp | 0.16%-16.1pp | -7.84%-8.1pp |
| Employer contribution / active EE | $11,971 | $1,505+695.5% | $2,413+396.1% | $2,596+361.1% |
| Participant deferral / active EE | $4,864 | $3,024+60.8% | $3,985+22.0% | $4,027+20.8% |
| Admin fee / account holder | $9 | $4,835-99.8% | $6,832-99.9% | $5,403-99.8% |