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 6-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 | $212,111 | $209,832+1.1% | $189,513+11.9% | $167,490+26.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 11.66% | 748.27%-736.6pp | 555.15%-543.5pp | 478.56%-466.9pp |
| Employer contribution / active EE | $16,416 | $6,914+137.4% | $6,162+166.4% | $4,837+239.4% |
| Participant deferral / active EE | $10,114 | $8,935+13.2% | $8,221+23.0% | $6,341+59.5% |
| Admin fee / account holder | $45 | $14,293-99.7% | $12,045-99.6% | $12,309-99.6% |