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 | $161,976 | $158,817+2.0% | $121,196+33.6% | $135,375+19.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -3.66% | -0.64%-3.0pp | 16.93%-20.6pp | 519.73%-523.4pp |
| Employer contribution / active EE | $2,182 | $5,665-61.5% | $4,022-45.7% | $4,779-54.3% |
| Participant deferral / active EE | $4,060 | $4,005+1.4% | $3,344+21.4% | $5,609-27.6% |
| Admin fee / account holder | $33 | $6,512-99.5% | $5,019-99.3% | $10,827-99.7% |