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 | $51,112 | $202,318-74.7% | $172,739-70.4% | $152,861-66.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 108.96% | 1029.65%-920.7pp | 802.84%-693.9pp | 345.32%-236.4pp |
| Employer contribution / active EE | $3,733 | $5,856-36.3% | $5,143-27.4% | $4,762-21.6% |
| Participant deferral / active EE | $9,468 | $5,948+59.2% | $5,198+82.2% | $5,850+61.8% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |