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 | $125,500 | $150,440-16.6% | $136,294-7.9% | $147,584-15.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.16% | 1049.08%-1027.9pp | 5155.94%-5134.8pp | 578.55%-557.4pp |
| Employer contribution / active EE | $9,265 | $5,256+76.3% | $4,695+97.3% | $4,876+90.0% |
| Participant deferral / active EE | $9,329 | $6,630+40.7% | $6,247+49.3% | $5,439+71.5% |
| Admin fee / account holder | $38 | $10,905-99.6% | $9,243-99.6% | $10,885-99.6% |