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 | $156,441 | $185,822-15.8% | $169,993-8.0% | $139,434+12.2% |
| Participation rate | 71.4% | 87.8%-16.3pp | 87.0%-15.6pp | 80.3%-8.9pp |
| Annual return | 16.66% | 60.50%-43.8pp | 53.37%-36.7pp | 372.94%-356.3pp |
| Employer contribution / active EE | $1,922 | $7,590-74.7% | $6,785-71.7% | $4,751-59.6% |
| Participant deferral / active EE | $3,292 | $11,622-71.7% | $10,408-68.4% | $6,710-50.9% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |