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 | $159,922 | $70,606+126.5% | $53,898+196.7% | $142,382+12.3% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 18.55% | 619.81%-601.3pp | 528.60%-510.1pp | 217.08%-198.5pp |
| Employer contribution / active EE | $10,465 | $1,202+770.5% | $932+1022.8% | $4,299+143.4% |
| Participant deferral / active EE | $9,650 | $2,364+308.2% | $1,826+428.4% | $6,507+48.3% |
| Admin fee / account holder | $4 | $2,852-99.9% | $2,491-99.9% | $12,624-100.0% |