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 | $186,426 | $167,484+11.3% | $151,611+23.0% | $134,475+38.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -6.40% | 7.80%-14.2pp | 3.33%-9.7pp | 417.96%-424.4pp |
| Employer contribution / active EE | $9,205 | $6,829+34.8% | $6,166+49.3% | $4,740+94.2% |
| Participant deferral / active EE | $13,355 | $8,986+48.6% | $8,363+59.7% | $6,400+108.7% |
| Admin fee / account holder | $60 | $13,783-99.6% | $11,616-99.5% | $11,426-99.5% |