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 | $107,875 | $90,600+19.1% | $79,464+35.8% | $135,375-20.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 214.08% | 977.43%-763.3pp | 718.14%-504.1pp | 519.73%-305.7pp |
| Employer contribution / active EE | $7,719 | $3,068+151.6% | $2,800+175.6% | $4,779+61.5% |
| Participant deferral / active EE | $16,291 | $4,050+302.2% | $3,704+339.8% | $5,609+190.5% |
| Admin fee / account holder | $42 | $5,907-99.3% | $5,113-99.2% | $10,827-99.6% |