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 | $96,092 | $150,440-36.1% | $136,294-29.5% | $147,584-34.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 142.58% | 1049.08%-906.5pp | 5155.94%-5013.4pp | 578.55%-436.0pp |
| Employer contribution / active EE | $9,440 | $5,256+79.6% | $4,695+101.1% | $4,876+93.6% |
| Participant deferral / active EE | $9,160 | $6,630+38.1% | $6,247+46.6% | $5,439+68.4% |
| Admin fee / account holder | $8 | $10,905-99.9% | $9,243-99.9% | $10,885-99.9% |