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 | $66,651 | $102,616-35.0% | $81,983-18.7% | $158,922-58.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 16.53% | 61.04%-44.5pp | 41.31%-24.8pp | 302.83%-286.3pp |
| Employer contribution / active EE | $2,114 | $3,240-34.7% | $2,498-15.4% | $4,761-55.6% |
| Participant deferral / active EE | $3,883 | $4,648-16.5% | $3,722+4.3% | $5,982-35.1% |
| Admin fee / account holder | $294 | $8,235-96.4% | $5,664-94.8% | $11,246-97.4% |