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 | $224,096 | $150,440+49.0% | $136,294+64.4% | $147,584+51.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 34.69% | 1049.08%-1014.4pp | 5155.94%-5121.2pp | 578.55%-543.9pp |
| Employer contribution / active EE | $45,033 | $5,256+756.8% | $4,695+859.1% | $4,876+823.5% |
| Participant deferral / active EE | $10,230 | $6,630+54.3% | $6,247+63.7% | $5,439+88.1% |
| Admin fee / account holder | $159 | $10,905-98.5% | $9,243-98.3% | $10,885-98.5% |