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 | $167,630 | $72,071+132.6% | $68,368+145.2% | $137,256+22.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 978.78% | 353.14%+625.6pp | 292.57%+686.2pp | 220.34%+758.4pp |
| Employer contribution / active EE | $883 | $2,788-68.3% | $2,649-66.7% | $4,156-78.7% |
| Participant deferral / active EE | $883 | $4,410-80.0% | $4,123-78.6% | $6,407-86.2% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |