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 | $173,127 | $211,958-18.3% | $169,463+2.2% | $135,375+27.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -0.69% | 3.26%-4.0pp | 1.83%-2.5pp | 519.73%-520.4pp |
| Employer contribution / active EE | $14,035 | $5,120+174.1% | $4,159+237.5% | $4,779+193.7% |
| Participant deferral / active EE | $16,333 | $6,075+168.9% | $5,277+209.5% | $5,609+191.2% |
| Admin fee / account holder | $20 | $11,471-99.8% | $9,109-99.8% | $10,827-99.8% |