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 | $14,429 | $169,032-91.5% | $129,207-88.8% | $145,922-90.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 25.40% | 14330.11%-14304.7pp | 9417.33%-9391.9pp | 561.29%-535.9pp |
| Employer contribution / active EE | $2,335 | $5,537-57.8% | $4,153-43.8% | $4,660-49.9% |
| Participant deferral / active EE | $2,435 | $4,987-51.2% | $4,168-41.6% | $6,688-63.6% |
| Admin fee / account holder | $128 | $9,954-98.7% | $7,715-98.3% | $13,397-99.0% |