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 | $189,728 | $171,865+10.4% | $149,718+26.7% | $147,584+28.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 130.01% | 2113.22%-1983.2pp | 1501.63%-1371.6pp | 578.55%-448.5pp |
| Employer contribution / active EE | $16,429 | $6,275+161.8% | $5,445+201.7% | $4,876+236.9% |
| Participant deferral / active EE | $15,214 | $7,271+109.2% | $6,569+131.6% | $5,439+179.7% |
| Admin fee / account holder | $1 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |