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 7-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 | $113,984 | $209,832-45.7% | $189,513-39.9% | $167,490-31.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 31.11% | 748.27%-717.2pp | 555.15%-524.0pp | 478.56%-447.4pp |
| Employer contribution / active EE | $23,327 | $6,914+237.4% | $6,162+278.6% | $4,837+382.2% |
| Participant deferral / active EE | $18,089 | $8,935+102.5% | $8,221+120.0% | $6,341+185.3% |
| Admin fee / account holder | $1 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |