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 4-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 | $32,369 | $180,749-82.1% | $160,784-79.9% | $137,256-76.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 20.54% | 2234.46%-2213.9pp | 1803.92%-1783.4pp | 220.34%-199.8pp |
| Employer contribution / active EE | $2,392 | $4,155-42.4% | $3,733-35.9% | $4,156-42.4% |
| Participant deferral / active EE | $11,347 | $6,844+65.8% | $6,293+80.3% | $6,407+77.1% |
| Admin fee / account holder | $37 | $10,397-99.6% | $9,717-99.6% | $12,270-99.7% |