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 | $20,351 | $180,749-88.7% | $160,784-87.3% | $137,256-85.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 21.79% | 2234.46%-2212.7pp | 1803.92%-1782.1pp | 220.34%-198.6pp |
| Employer contribution / active EE | $1,446 | $4,155-65.2% | $3,733-61.3% | $4,156-65.2% |
| Participant deferral / active EE | $4,677 | $6,844-31.7% | $6,293-25.7% | $6,407-27.0% |
| Admin fee / account holder | $57 | $10,397-99.5% | $9,717-99.4% | $12,270-99.5% |