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 | $52,729 | $150,440-65.0% | $136,294-61.3% | $147,584-64.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 37.56% | 1049.08%-1011.5pp | 5155.94%-5118.4pp | 578.55%-541.0pp |
| Employer contribution / active EE | $19,153 | $5,256+264.4% | $4,695+307.9% | $4,876+292.8% |
| Participant deferral / active EE | $14,482 | $6,630+118.4% | $6,247+131.8% | $5,439+166.3% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |