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 | $174,330 | $148,534+17.4% | $135,903+28.3% | $139,434+25.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 1321.12% | 79.19%+1241.9pp | 68.23%+1252.9pp | 372.94%+948.2pp |
| Employer contribution / active EE | $11,259 | $5,243+114.7% | $4,856+131.9% | $4,751+137.0% |
| Participant deferral / active EE | $12,407 | $8,100+53.2% | $7,758+59.9% | $6,710+84.9% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |