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 | $94,971 | $81,625+16.4% | $58,482+62.4% | $139,434-31.9% |
| Participation rate | 75.0% | 61.3%+13.7pp | 50.9%+24.1pp | 80.3%-5.3pp |
| Annual return | 99.63% | 7404.20%-7304.6pp | 4239.32%-4139.7pp | 372.94%-273.3pp |
| Employer contribution / active EE | $1,250 | $1,398-10.6% | $1,053+18.7% | $4,751-73.7% |
| Participant deferral / active EE | $4,555 | $2,557+78.2% | $1,924+136.8% | $6,710-32.1% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |