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 | $13,905 | $81,625-83.0% | $58,482-76.2% | $139,434-90.0% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 97.81% | 7404.20%-7306.4pp | 4239.32%-4141.5pp | 372.94%-275.1pp |
| Employer contribution / active EE | $3,071 | $1,398+119.6% | $1,053+191.6% | $4,751-35.4% |
| Participant deferral / active EE | $5,465 | $2,557+113.7% | $1,924+184.0% | $6,710-18.6% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |