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 | $180,164 | $156,846+14.9% | $121,098+48.8% | $139,434+29.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 19.00% | 1474.56%-1455.6pp | 985.75%-966.7pp | 372.94%-353.9pp |
| Employer contribution / active EE | $10,913 | $5,536+97.1% | $4,164+162.1% | $4,751+129.7% |
| Participant deferral / active EE | $9,655 | $4,844+99.3% | $4,080+136.7% | $6,710+43.9% |
| Admin fee / account holder | $31 | $6,946-99.6% | $5,644-99.5% | $11,403-99.7% |