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 | $195,567 | $160,055+22.2% | $140,016+39.7% | $135,375+44.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 114.33% | 911.38%-797.1pp | 651.12%-536.8pp | 519.73%-405.4pp |
| Employer contribution / active EE | $1,943 | $6,420-69.7% | $5,606-65.3% | $4,779-59.3% |
| Participant deferral / active EE | $14,167 | $7,642+85.4% | $6,927+104.5% | $5,609+152.6% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |