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 | $238,513 | $209,832+13.7% | $189,513+25.9% | $167,490+42.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.61% | 748.27%-735.7pp | 555.15%-542.5pp | 478.56%-466.0pp |
| Employer contribution / active EE | $22,437 | $6,914+224.5% | $6,162+264.1% | $4,837+363.8% |
| Participant deferral / active EE | $14,615 | $8,935+63.6% | $8,221+77.8% | $6,341+130.5% |
| Admin fee / account holder | $3 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |