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 | $238,577 | $210,648+13.3% | $177,989+34.0% | $145,922+63.5% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 16.36% | 385.86%-369.5pp | 294.48%-278.1pp | 561.29%-544.9pp |
| Employer contribution / active EE | $16,176 | $4,565+254.4% | $3,949+309.7% | $4,660+247.2% |
| Participant deferral / active EE | $14,424 | $6,958+107.3% | $6,276+129.8% | $6,688+115.7% |
| Admin fee / account holder | $214 | $12,013-98.2% | $10,363-97.9% | $13,397-98.4% |