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 | $198,315 | $159,901+24.0% | $146,958+34.9% | $145,922+35.9% |
| Participation rate | 86.4% | 84.0%+2.4pp | 82.2%+4.2pp | 80.3%+6.1pp |
| Annual return | 22.27% | 98.13%-75.9pp | 418.34%-396.1pp | 561.29%-539.0pp |
| Employer contribution / active EE | $15,348 | $5,286+190.4% | $4,933+211.1% | $4,660+229.4% |
| Participant deferral / active EE | $6,058 | $8,428-28.1% | $8,070-24.9% | $6,688-9.4% |
| Admin fee / account holder | $232 | $15,044-98.5% | $12,998-98.2% | $13,397-98.3% |