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 | $167,649 | $142,344+17.8% | $119,609+40.2% | $134,475+24.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.09% | -12.44%-2.6pp | -14.97%-0.1pp | 417.96%-433.1pp |
| Employer contribution / active EE | $10,104 | $5,222+93.5% | $4,232+138.7% | $4,740+113.2% |
| Participant deferral / active EE | $10,034 | $6,469+55.1% | $5,602+79.1% | $6,400+56.8% |
| Admin fee / account holder | $217 | $13,584-98.4% | $10,323-97.9% | $11,426-98.1% |