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 3-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 | $42,070 | $150,440-72.0% | $136,294-69.1% | $147,584-71.5% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 49.21% | 1049.08%-999.9pp | 5155.94%-5106.7pp | 578.55%-529.3pp |
| Employer contribution / active EE | $5,504 | $5,256+4.7% | $4,695+17.2% | $4,876+12.9% |
| Participant deferral / active EE | $13,042 | $6,630+96.7% | $6,247+108.8% | $5,439+139.8% |
| Admin fee / account holder | $52 | $10,905-99.5% | $9,243-99.4% | $10,885-99.5% |