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 | $195,683 | $144,119+35.8% | $117,854+66.0% | $147,584+32.6% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.7%-4.7pp | 82.8%-7.8pp |
| Annual return | 16.04% | 531.15%-515.1pp | 335.08%-319.0pp | 578.55%-562.5pp |
| Employer contribution / active EE | $2,556 | $4,896-47.8% | $3,786-32.5% | $4,876-47.6% |
| Participant deferral / active EE | $5,594 | $5,316+5.2% | $4,482+24.8% | $5,439+2.9% |
| Admin fee / account holder | $33 | $10,886-99.7% | $8,020-99.6% | $10,885-99.7% |