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 | $173,943 | $167,484+3.9% | $151,611+14.7% | $134,475+29.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.55% | 7.80%-27.3pp | 3.33%-22.9pp | 417.96%-437.5pp |
| Employer contribution / active EE | $12,200 | $6,829+78.6% | $6,166+97.9% | $4,740+157.4% |
| 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% |