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 | $154,873 | $209,832-26.2% | $189,513-18.3% | $167,490-7.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 25.95% | 748.27%-722.3pp | 555.15%-529.2pp | 478.56%-452.6pp |
| Employer contribution / active EE | $16,161 | $6,914+133.8% | $6,162+162.3% | $4,837+234.1% |
| Participant deferral / active EE | $7,400 | $8,935-17.2% | $8,221-10.0% | $6,341+16.7% |
| Admin fee / account holder | $19 | $14,293-99.9% | $12,045-99.8% | $12,309-99.8% |