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 8-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 | $12,285 | $104,907-88.3% | $84,611-85.5% | $152,861-92.0% |
| Participation rate | 70.0% | 74.8%-4.8pp | 68.2%+1.8pp | 82.4%-12.4pp |
| Annual return | 63.23% | 373.79%-310.6pp | 258.74%-195.5pp | 345.32%-282.1pp |
| Employer contribution / active EE | $2,186 | $3,302-33.8% | $2,652-17.6% | $4,762-54.1% |
| Participant deferral / active EE | $5,077 | $4,688+8.3% | $3,899+30.2% | $5,850-13.2% |
| Admin fee / account holder | $20 | $6,241-99.7% | $4,912-99.6% | $11,596-99.8% |