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 | $186,032 | $159,901+16.3% | $146,958+26.6% | $145,922+27.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 17.56% | 98.13%-80.6pp | 418.34%-400.8pp | 561.29%-543.7pp |
| Employer contribution / active EE | $10,129 | $5,286+91.6% | $4,933+105.3% | $4,660+117.4% |
| Participant deferral / active EE | $11,634 | $8,428+38.0% | $8,070+44.2% | $6,688+74.0% |
| Admin fee / account holder | $180 | $15,044-98.8% | $12,998-98.6% | $13,397-98.7% |