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 | $195,647 | $176,662+10.7% | $130,648+49.8% | $152,861+28.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 22.08% | 2692.24%-2670.2pp | 1708.96%-1686.9pp | 345.32%-323.2pp |
| Employer contribution / active EE | $19,123 | $5,742+233.0% | $4,092+367.4% | $4,762+301.6% |
| Participant deferral / active EE | $13,506 | $4,361+209.7% | $3,603+274.9% | $5,850+130.9% |
| Admin fee / account holder | $0 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |