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 4-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 | $14,357 | $29,660-51.6% | $56,411-74.5% | $80,856-82.2% |
| Participation rate | 90.7% | 41.6%+49.1pp | 52.5%+38.2pp | 67.6%+23.1pp |
| Annual return | 335.43% | 35.23%+300.2pp | 1701.33%-1365.9pp | 35.59%+299.8pp |
| Employer contribution / active EE | $3,578 | $669+434.6% | $1,039+244.5% | $2,755+29.9% |
| Participant deferral / active EE | $1,892 | $1,226+54.3% | $1,952-3.1% | $4,296-56.0% |
| Admin fee / account holder | $2 | $2,428-99.9% | $2,829-99.9% | $6,918-100.0% |