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 | $180,838 | $159,901+13.1% | $146,958+23.1% | $145,922+23.9% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.2pp | 80.3%+12.0pp |
| Annual return | 19.99% | 98.13%-78.1pp | 418.34%-398.4pp | 561.29%-541.3pp |
| Employer contribution / active EE | $3,852 | $5,286-27.1% | $4,933-21.9% | $4,660-17.3% |
| Participant deferral / active EE | $7,277 | $8,428-13.7% | $8,070-9.8% | $6,688+8.8% |
| Admin fee / account holder | $15 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |