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 | $228,079 | $138,065+65.2% | $123,544+84.6% | $135,375+68.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 13.16% | 153.68%-140.5pp | 119.20%-106.0pp | 519.73%-506.6pp |
| Employer contribution / active EE | $8,851 | $5,151+71.8% | $4,628+91.3% | $4,779+85.2% |
| Participant deferral / active EE | $8,100 | $6,799+19.1% | $6,426+26.1% | $5,609+44.4% |
| Admin fee / account holder | $6 | $10,916-99.9% | $9,284-99.9% | $10,827-99.9% |