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 | $14,021 | $180,749-92.2% | $160,784-91.3% | $137,256-89.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 16.65% | 2234.46%-2217.8pp | 1803.92%-1787.3pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,905 | $4,155-54.2% | $3,733-49.0% | $4,156-54.2% |
| Participant deferral / active EE | $1,600 | $6,844-76.6% | $6,293-74.6% | $6,407-75.0% |
| Admin fee / account holder | $232 | $10,397-97.8% | $9,717-97.6% | $12,270-98.1% |