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 | $216,948 | $167,484+29.5% | $151,611+43.1% | $134,475+61.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 0.11% | 7.80%-7.7pp | 3.33%-3.2pp | 417.96%-417.9pp |
| Employer contribution / active EE | $6,766 | $6,829-0.9% | $6,166+9.7% | $4,740+42.8% |
| Participant deferral / active EE | $27,000 | $8,986+200.5% | $8,363+222.8% | $6,400+321.9% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |