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 | $162,315 | $90,590+79.2% | $90,782+78.8% | $135,375+19.9% |
| Participation rate | 93.3% | 83.7%+9.6pp | 82.7%+10.7pp | 82.6%+10.7pp |
| Annual return | -6.49% | -3.40%-3.1pp | -3.42%-3.1pp | 519.73%-526.2pp |
| Employer contribution / active EE | $14,657 | $4,352+236.8% | $4,105+257.0% | $4,779+206.7% |
| Participant deferral / active EE | $7,122 | $5,407+31.7% | $5,366+32.7% | $5,609+27.0% |
| Admin fee / account holder | $36 | $7,683-99.5% | $5,908-99.4% | $10,827-99.7% |