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 | $142,564 | $150,440-5.2% | $136,294+4.6% | $147,584-3.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 59.03% | 1049.08%-990.1pp | 5155.94%-5096.9pp | 578.55%-519.5pp |
| Employer contribution / active EE | $19,321 | $5,256+267.6% | $4,695+311.5% | $4,876+296.2% |
| Participant deferral / active EE | $15,016 | $6,630+126.5% | $6,247+140.4% | $5,439+176.1% |
| Admin fee / account holder | $75 | $10,905-99.3% | $9,243-99.2% | $10,885-99.3% |