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 7-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 | $21,514 | $180,749-88.1% | $160,784-86.6% | $137,256-84.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 27.07% | 2234.46%-2207.4pp | 1803.92%-1776.8pp | 220.34%-193.3pp |
| Employer contribution / active EE | $8,947 | $4,155+115.3% | $3,733+139.7% | $4,156+115.3% |
| Participant deferral / active EE | $2,257 | $6,844-67.0% | $6,293-64.1% | $6,407-64.8% |
| Admin fee / account holder | $2 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |