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 | $14,518 | $102,604-85.9% | $86,188-83.2% | $139,434-89.6% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 396.78% | 1922.51%-1525.7pp | 1168.45%-771.7pp | 372.94%+23.8pp |
| Employer contribution / active EE | $2,328 | $3,032-23.2% | $2,380-2.2% | $4,751-51.0% |
| Participant deferral / active EE | $3,379 | $4,676-27.7% | $3,985-15.2% | $6,710-49.6% |
| Admin fee / account holder | $148 | $8,657-98.3% | $6,852-97.8% | $11,403-98.7% |