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 | $45,142 | $183,963-75.5% | $162,163-72.2% | $152,861-70.5% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 1141.30% | 150.76%+990.5pp | 115.59%+1025.7pp | 345.32%+796.0pp |
| Employer contribution / active EE | $2,769 | $6,371-56.5% | $5,614-50.7% | $4,762-41.9% |
| Participant deferral / active EE | $5,633 | $8,034-29.9% | $7,298-22.8% | $5,850-3.7% |
| Admin fee / account holder | $20 | $13,121-99.8% | $10,843-99.8% | $11,596-99.8% |