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 | $180,755 | $144,119+25.4% | $117,854+53.4% | $147,584+22.5% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.7%-4.7pp | 82.8%-7.8pp |
| Annual return | 14.92% | 531.15%-516.2pp | 335.08%-320.2pp | 578.55%-563.6pp |
| Employer contribution / active EE | $7,366 | $4,896+50.4% | $3,786+94.6% | $4,876+51.1% |
| Participant deferral / active EE | $9,610 | $5,316+80.8% | $4,482+114.4% | $5,439+76.7% |
| Admin fee / account holder | $53 | $10,886-99.5% | $8,020-99.3% | $10,885-99.5% |