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 10-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 | $130,189 | $150,440-13.5% | $136,294-4.5% | $147,584-11.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 58.02% | 1049.08%-991.1pp | 5155.94%-5097.9pp | 578.55%-520.5pp |
| Employer contribution / active EE | $4,068 | $5,256-22.6% | $4,695-13.4% | $4,876-16.6% |
| Participant deferral / active EE | $7,939 | $6,630+19.7% | $6,247+27.1% | $5,439+46.0% |
| Admin fee / account holder | $69 | $10,905-99.4% | $9,243-99.3% | $10,885-99.4% |