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 | $211,532 | $144,119+46.8% | $117,854+79.5% | $147,584+43.3% |
| Participation rate | 90.9% | 83.4%+7.5pp | 79.7%+11.2pp | 82.8%+8.1pp |
| Annual return | 14.77% | 531.15%-516.4pp | 335.08%-320.3pp | 578.55%-563.8pp |
| Employer contribution / active EE | $2,250 | $4,896-54.0% | $3,786-40.6% | $4,876-53.9% |
| Participant deferral / active EE | $2,250 | $5,316-57.7% | $4,482-49.8% | $5,439-58.6% |
| Admin fee / account holder | $55 | $10,886-99.5% | $8,020-99.3% | $10,885-99.5% |