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 10-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 | $230,580 | $144,119+60.0% | $117,854+95.6% | $147,584+56.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 16.06% | 531.15%-515.1pp | 335.08%-319.0pp | 578.55%-562.5pp |
| Employer contribution / active EE | $17,937 | $4,896+266.3% | $3,786+373.8% | $4,876+267.8% |
| Participant deferral / active EE | $11,766 | $5,316+121.3% | $4,482+162.5% | $5,439+116.3% |
| Admin fee / account holder | $146 | $10,886-98.7% | $8,020-98.2% | $10,885-98.7% |