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 | $65,311 | $150,440-56.6% | $136,294-52.1% | $147,584-55.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 52.93% | 1049.08%-996.2pp | 5155.94%-5103.0pp | 578.55%-525.6pp |
| Employer contribution / active EE | $24,720 | $5,256+370.3% | $4,695+426.5% | $4,876+406.9% |
| Participant deferral / active EE | $20,040 | $6,630+202.2% | $6,247+220.8% | $5,439+268.5% |
| Admin fee / account holder | $51 | $10,905-99.5% | $9,243-99.4% | $10,885-99.5% |