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 10-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 | $31,607 | $93,346-66.1% | $71,796-56.0% | $273,961-88.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 31.13% | 130.39%-99.3pp | 78.04%-46.9pp | 41.45%-10.3pp |
| Employer contribution / active EE | $13,320 | $2,733+387.3% | $1,924+592.1% | $4,869+173.6% |
| Participant deferral / active EE | $9,419 | $3,475+171.0% | $2,794+237.1% | $5,287+78.1% |
| Admin fee / account holder | $268 | $6,571-95.9% | $4,815-94.4% | $10,132-97.4% |