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 6-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 | $168,922 | $167,307+1.0% | $143,757+17.5% | $134,475+25.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.57% | 0.46%-9.0pp | -0.04%-8.5pp | 417.96%-426.5pp |
| Employer contribution / active EE | $11,036 | $5,619+96.4% | $4,951+122.9% | $4,740+132.9% |
| Participant deferral / active EE | $5,652 | $6,446-12.3% | $5,637+0.3% | $6,400-11.7% |
| Admin fee / account holder | $71 | $18,088-99.6% | $14,673-99.5% | $11,426-99.4% |