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 | $160,770 | $159,901+0.5% | $146,958+9.4% | $145,922+10.2% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 13.63% | 98.13%-84.5pp | 418.34%-404.7pp | 561.29%-547.7pp |
| Employer contribution / active EE | $4,892 | $5,286-7.5% | $4,933-0.8% | $4,660+5.0% |
| Participant deferral / active EE | $11,263 | $8,428+33.6% | $8,070+39.6% | $6,688+68.4% |
| Admin fee / account holder | $10 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |