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 | $47,291 | $198,466-76.2% | $170,442-72.3% | $147,584-68.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 77.47% | 257.29%-179.8pp | 205.93%-128.5pp | 578.55%-501.1pp |
| Employer contribution / active EE | $12,272 | $6,184+98.5% | $5,433+125.9% | $4,876+151.7% |
| Participant deferral / active EE | $5,581 | $5,629-0.9% | $4,939+13.0% | $5,439+2.6% |
| Admin fee / account holder | $2 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |