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 | $179,478 | $167,484+7.2% | $151,611+18.4% | $134,475+33.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.28% | 7.80%-22.1pp | 3.33%-17.6pp | 417.96%-432.2pp |
| Employer contribution / active EE | $17,539 | $6,829+156.8% | $6,166+184.5% | $4,740+270.1% |
| Participant deferral / active EE | $9,786 | $8,986+8.9% | $8,363+17.0% | $6,400+52.9% |
| Admin fee / account holder | $3 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |