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 8-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 | $152,052 | $81,632+86.3% | $70,449+115.8% | $158,922-4.3% |
| Participation rate | 90.9% | 77.7%+13.2pp | 75.1%+15.9pp | 82.0%+9.0pp |
| Annual return | 14.60% | 208.40%-193.8pp | 109.03%-94.4pp | 302.83%-288.2pp |
| Employer contribution / active EE | $3,080 | $3,217-4.3% | $2,737+12.5% | $4,761-35.3% |
| Participant deferral / active EE | $5,222 | $4,554+14.7% | $3,709+40.8% | $5,982-12.7% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |