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 | $156,225 | $104,106+50.1% | $71,086+119.8% | $135,375+15.4% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | 129.63% | 1256.30%-1126.7pp | 650.59%-521.0pp | 519.73%-390.1pp |
| Employer contribution / active EE | $1,283 | $1,485-13.6% | $1,088+17.9% | $4,779-73.2% |
| Participant deferral / active EE | $2,563 | $2,527+1.4% | $1,874+36.8% | $5,609-54.3% |
| Admin fee / account holder | $111 | $4,142-97.3% | $3,082-96.4% | $10,827-99.0% |