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 4-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 | $36,227 | $138,044-73.8% | $125,339-71.1% | $134,475-73.1% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | 125.18% | 750.33%-625.1pp | 572.05%-446.9pp | 417.96%-292.8pp |
| Employer contribution / active EE | $8,566 | $5,243+63.4% | $4,814+77.9% | $4,740+80.7% |
| Participant deferral / active EE | $12,373 | $7,799+58.7% | $7,446+66.2% | $6,400+93.3% |
| Admin fee / account holder | $45 | $11,571-99.6% | $10,010-99.5% | $11,426-99.6% |