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 | $86,381 | $202,318-57.3% | $172,739-50.0% | $152,861-43.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.58% | 1029.65%-1014.1pp | 802.84%-787.3pp | 345.32%-329.7pp |
| Employer contribution / active EE | $12,358 | $5,856+111.0% | $5,143+140.3% | $4,762+159.5% |
| Participant deferral / active EE | $7,784 | $5,948+30.9% | $5,198+49.8% | $5,850+33.1% |
| Admin fee / account holder | $276 | $17,109-98.4% | $13,954-98.0% | $11,596-97.6% |