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 5-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 | $23,425 | $180,749-87.0% | $160,784-85.4% | $137,256-82.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 19.94% | 2234.46%-2214.5pp | 1803.92%-1784.0pp | 220.34%-200.4pp |
| Employer contribution / active EE | $1,779 | $4,155-57.2% | $3,733-52.3% | $4,156-57.2% |
| Participant deferral / active EE | $5,285 | $6,844-22.8% | $6,293-16.0% | $6,407-17.5% |
| Admin fee / account holder | $46 | $10,397-99.6% | $9,717-99.5% | $12,270-99.6% |