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 | $166,819 | $167,484-0.4% | $151,611+10.0% | $134,475+24.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.43% | 7.80%-24.2pp | 3.33%-19.8pp | 417.96%-434.4pp |
| Employer contribution / active EE | $5,096 | $6,829-25.4% | $6,166-17.4% | $4,740+7.5% |
| Participant deferral / active EE | $4,077 | $8,986-54.6% | $8,363-51.3% | $6,400-36.3% |
| Admin fee / account holder | $110 | $13,783-99.2% | $11,616-99.1% | $11,426-99.0% |