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 | $87,249 | $209,832-58.4% | $189,513-54.0% | $167,490-47.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 11.60% | 748.27%-736.7pp | 555.15%-543.6pp | 478.56%-467.0pp |
| Employer contribution / active EE | $2,352 | $6,914-66.0% | $6,162-61.8% | $4,837-51.4% |
| Participant deferral / active EE | $11,328 | $8,935+26.8% | $8,221+37.8% | $6,341+78.6% |
| Admin fee / account holder | $20 | $14,293-99.9% | $12,045-99.8% | $12,309-99.8% |