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 | $50,270 | $202,318-75.2% | $172,739-70.9% | $152,861-67.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 260.45% | 1029.65%-769.2pp | 802.84%-542.4pp | 345.32%-84.9pp |
| Employer contribution / active EE | $8,020 | $5,856+37.0% | $5,143+55.9% | $4,762+68.4% |
| Participant deferral / active EE | $4,083 | $5,948-31.4% | $5,198-21.5% | $5,850-30.2% |
| Admin fee / account holder | $203 | $17,109-98.8% | $13,954-98.5% | $11,596-98.3% |