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 | $227,342 | $138,044+64.7% | $125,339+81.4% | $134,475+69.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 166.79% | 750.33%-583.5pp | 572.05%-405.3pp | 417.96%-251.2pp |
| Employer contribution / active EE | $7,365 | $5,243+40.5% | $4,814+53.0% | $4,740+55.4% |
| Participant deferral / active EE | $9,659 | $7,799+23.9% | $7,446+29.7% | $6,400+50.9% |
| Admin fee / account holder | $8 | $11,571-99.9% | $10,010-99.9% | $11,426-99.9% |