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 6-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 | $207,623 | $159,901+29.8% | $146,958+41.3% | $145,922+42.3% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 18.02% | 98.13%-80.1pp | 418.34%-400.3pp | 561.29%-543.3pp |
| Employer contribution / active EE | $5,683 | $5,286+7.5% | $4,933+15.2% | $4,660+22.0% |
| Participant deferral / active EE | $10,364 | $8,428+23.0% | $8,070+28.4% | $6,688+55.0% |
| Admin fee / account holder | $8 | $15,044-100.0% | $12,998-99.9% | $13,397-99.9% |