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 | $157,787 | $127,386+23.9% | $115,037+37.2% | $125,391+25.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.67% | 31.28%-31.9pp | 26.14%-26.8pp | 282.22%-282.9pp |
| Employer contribution / active EE | $2,532 | $5,166-51.0% | $4,608-45.0% | $4,866-48.0% |
| Participant deferral / active EE | $7,824 | $6,423+21.8% | $6,026+29.8% | $5,352+46.2% |
| Admin fee / account holder | $118 | $9,516-98.8% | $8,175-98.6% | $9,540-98.8% |