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 | $172,165 | $70,606+143.8% | $53,898+219.4% | $142,382+20.9% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 19.34% | 619.81%-600.5pp | 528.60%-509.3pp | 217.08%-197.7pp |
| Employer contribution / active EE | $1,050 | $1,202-12.7% | $932+12.7% | $4,299-75.6% |
| Participant deferral / active EE | $16,500 | $2,364+598.0% | $1,826+803.5% | $6,507+153.6% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |