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 9-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 | $235,162 | $185,200+27.0% | $142,863+64.6% | $167,490+40.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 12.78% | 8555.70%-8542.9pp | 5637.54%-5624.8pp | 478.56%-465.8pp |
| Employer contribution / active EE | $29,388 | $5,604+424.4% | $4,144+609.2% | $4,837+507.5% |
| Participant deferral / active EE | $5,616 | $4,494+25.0% | $3,837+46.4% | $6,341-11.4% |
| Admin fee / account holder | $236 | $8,031-97.1% | $6,560-96.4% | $12,309-98.1% |