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 | $177,349 | $185,200-4.2% | $142,863+24.1% | $167,490+5.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 13.38% | 8555.70%-8542.3pp | 5637.54%-5624.2pp | 478.56%-465.2pp |
| Employer contribution / active EE | $10,602 | $5,604+89.2% | $4,144+155.9% | $4,837+119.2% |
| Participant deferral / active EE | $8,882 | $4,494+97.6% | $3,837+131.5% | $6,341+40.1% |
| Admin fee / account holder | $27 | $8,031-99.7% | $6,560-99.6% | $12,309-99.8% |