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 | $20,551 | $180,749-88.6% | $160,784-87.2% | $137,256-85.0% |
| Participation rate | 85.7% | 80.0%+5.7pp | 77.0%+8.8pp | 80.0%+5.8pp |
| Annual return | 20.08% | 2234.46%-2214.4pp | 1803.92%-1783.8pp | 220.34%-200.3pp |
| Employer contribution / active EE | $1,804 | $4,155-56.6% | $3,733-51.7% | $4,156-56.6% |
| Participant deferral / active EE | $2,269 | $6,844-66.8% | $6,293-63.9% | $6,407-64.6% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |