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 | $214,195 | $142,344+50.5% | $119,609+79.1% | $134,475+59.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.19% | -12.44%-1.8pp | -14.97%+0.8pp | 417.96%-432.2pp |
| Employer contribution / active EE | $12,576 | $5,222+140.8% | $4,232+197.2% | $4,740+165.3% |
| Participant deferral / active EE | $12,562 | $6,469+94.2% | $5,602+124.2% | $6,400+96.3% |
| Admin fee / account holder | $183 | $13,584-98.7% | $10,323-98.2% | $11,426-98.4% |