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 | $25,646 | $169,032-84.8% | $129,207-80.2% | $145,922-82.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 149.75% | 14330.11%-14180.4pp | 9417.33%-9267.6pp | 561.29%-411.5pp |
| Employer contribution / active EE | $2,043 | $5,537-63.1% | $4,153-50.8% | $4,660-56.2% |
| Participant deferral / active EE | $23,098 | $4,987+363.1% | $4,168+454.2% | $6,688+245.4% |
| Admin fee / account holder | $14 | $9,954-99.9% | $7,715-99.8% | $13,397-99.9% |