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 | $88,775 | $183,963-51.7% | $162,163-45.3% | $152,861-41.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 193.91% | 150.76%+43.1pp | 115.59%+78.3pp | 345.32%-151.4pp |
| Employer contribution / active EE | $15,421 | $6,371+142.1% | $5,614+174.7% | $4,762+223.8% |
| Participant deferral / active EE | $7,968 | $8,034-0.8% | $7,298+9.2% | $5,850+36.2% |
| Admin fee / account holder | $149 | $13,121-98.9% | $10,843-98.6% | $11,596-98.7% |