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 | $159,024 | $138,044+15.2% | $125,339+26.9% | $134,475+18.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.89% | 750.33%-763.2pp | 572.05%-584.9pp | 417.96%-430.9pp |
| Employer contribution / active EE | $30,923 | $5,243+489.8% | $4,814+542.4% | $4,740+552.4% |
| Participant deferral / active EE | $18,538 | $7,799+137.7% | $7,446+148.9% | $6,400+189.7% |
| Admin fee / account holder | $13 | $11,571-99.9% | $10,010-99.9% | $11,426-99.9% |