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 8-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 | $91,280 | $202,318-54.9% | $172,739-47.2% | $152,861-40.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 82.88% | 1029.65%-946.8pp | 802.84%-720.0pp | 345.32%-262.4pp |
| Employer contribution / active EE | $7,953 | $5,856+35.8% | $5,143+54.6% | $4,762+67.0% |
| Participant deferral / active EE | $8,233 | $5,948+38.4% | $5,198+58.4% | $5,850+40.7% |
| Admin fee / account holder | $9 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |