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 | $198,268 | $159,901+24.0% | $146,958+34.9% | $145,922+35.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 18.79% | 98.13%-79.3pp | 418.34%-399.5pp | 561.29%-542.5pp |
| Employer contribution / active EE | $1,458 | $5,286-72.4% | $4,933-70.4% | $4,660-68.7% |
| Participant deferral / active EE | $9,078 | $8,428+7.7% | $8,070+12.5% | $6,688+35.7% |
| Admin fee / account holder | $28 | $15,044-99.8% | $12,998-99.8% | $13,397-99.8% |