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 | $24,661 | $81,460-69.7% | $103,333-76.1% | $80,856-69.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 1284.44% | 25.55%+1258.9pp | 24.88%+1259.6pp | 35.59%+1248.8pp |
| Employer contribution / active EE | $1,782 | $3,105-42.6% | $3,868-53.9% | $2,755-35.3% |
| Participant deferral / active EE | $3,440 | $3,869-11.1% | $5,057-32.0% | $4,296-19.9% |
| Admin fee / account holder | $251 | $6,566-96.2% | $8,355-97.0% | $6,918-96.4% |