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 | $175,589 | $90,348+94.3% | $75,972+131.1% | $145,922+20.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 20.27% | 620.88%-600.6pp | 359.55%-339.3pp | 561.29%-541.0pp |
| Employer contribution / active EE | $14,997 | $3,311+352.9% | $2,685+458.6% | $4,660+221.9% |
| Participant deferral / active EE | $18,965 | $5,162+267.4% | $4,255+345.7% | $6,688+183.6% |
| Admin fee / account holder | $0 | $8,467-100.0% | $6,467-100.0% | $13,397-100.0% |