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 9-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 | $26,762 | $150,440-82.2% | $136,294-80.4% | $147,584-81.9% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 28.41% | 1049.08%-1020.7pp | 5155.94%-5127.5pp | 578.55%-550.1pp |
| Employer contribution / active EE | $1,470 | $5,256-72.0% | $4,695-68.7% | $4,876-69.9% |
| Participant deferral / active EE | $4,516 | $6,630-31.9% | $6,247-27.7% | $5,439-17.0% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |