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 | $159,462 | $114,047+39.8% | $96,139+65.9% | $167,490-4.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 15.13% | 189.88%-174.7pp | 191.94%-176.8pp | 478.56%-463.4pp |
| Employer contribution / active EE | $7,248 | $3,427+111.5% | $2,797+159.2% | $4,837+49.8% |
| Participant deferral / active EE | $17,250 | $5,194+232.1% | $4,349+296.7% | $6,341+172.0% |
| Admin fee / account holder | $22 | $6,897-99.7% | $5,537-99.6% | $12,309-99.8% |