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 7-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 | $37,849 | $202,318-81.3% | $172,739-78.1% | $152,861-75.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 0.00% | 1029.65%-1029.7pp | 802.84%-802.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $9,270 | $5,856+58.3% | $5,143+80.2% | $4,762+94.6% |
| Participant deferral / active EE | $6,848 | $5,948+15.1% | $5,198+31.8% | $5,850+17.1% |
| Admin fee / account holder | $55 | $17,109-99.7% | $13,954-99.6% | $11,596-99.5% |