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 4-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 | $12,756 | $180,749-92.9% | $160,784-92.1% | $137,256-90.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 18.93% | 2234.46%-2215.5pp | 1803.92%-1785.0pp | 220.34%-201.4pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,296 | $6,844-51.9% | $6,293-47.6% | $6,407-48.6% |
| Admin fee / account holder | $75 | $10,397-99.3% | $9,717-99.2% | $12,270-99.4% |