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 | $181,256 | $114,047+58.9% | $96,139+88.5% | $167,490+8.2% |
| Participation rate | 94.4% | 75.1%+19.4pp | 68.4%+26.0pp | 82.1%+12.3pp |
| Annual return | 15.81% | 189.88%-174.1pp | 191.94%-176.1pp | 478.56%-462.7pp |
| Employer contribution / active EE | $5,241 | $3,427+52.9% | $2,797+87.4% | $4,837+8.3% |
| Participant deferral / active EE | $0 | $5,194-100.0% | $4,349-100.0% | $6,341-100.0% |
| Admin fee / account holder | $46 | $6,897-99.3% | $5,537-99.2% | $12,309-99.6% |