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 | $187,993 | $142,344+32.1% | $119,609+57.2% | $134,475+39.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -8.01% | -12.44%+4.4pp | -14.97%+7.0pp | 417.96%-426.0pp |
| Employer contribution / active EE | $12,760 | $5,222+144.3% | $4,232+201.5% | $4,740+169.2% |
| Participant deferral / active EE | $8,324 | $6,469+28.7% | $5,602+48.6% | $6,400+30.1% |
| Admin fee / account holder | $299 | $13,584-97.8% | $10,323-97.1% | $11,426-97.4% |