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 7-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 | $145,343 | $109,327+32.9% | $89,391+62.6% | $158,922-8.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 928.49% | 345.68%+582.8pp | 245.62%+682.9pp | 302.83%+625.7pp |
| Employer contribution / active EE | $5,315 | $3,170+67.7% | $2,586+105.6% | $4,761+11.6% |
| Participant deferral / active EE | $8,716 | $4,598+89.6% | $3,890+124.1% | $5,982+45.7% |
| Admin fee / account holder | $20 | $6,153-99.7% | $4,881-99.6% | $11,246-99.8% |