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 | $193,611 | $142,405+36.0% | $115,157+68.1% | $152,861+26.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 259.19% | 41.48%+217.7pp | 35.60%+223.6pp | 345.32%-86.1pp |
| Employer contribution / active EE | $4,325 | $4,010+7.9% | $3,179+36.0% | $4,762-9.2% |
| Participant deferral / active EE | $19,835 | $5,164+284.1% | $4,168+375.8% | $5,850+239.0% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |