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 4-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 | $47,397 | $109,904-56.9% | $97,167-51.2% | $145,959-67.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.80% | 243.43%-232.6pp | 75.27%-64.5pp | 561.95%-551.2pp |
| Employer contribution / active EE | $3,021 | $3,084-2.1% | $2,729+10.7% | $4,661-35.2% |
| Participant deferral / active EE | $11,595 | $4,676+148.0% | $4,264+172.0% | $6,689+73.4% |
| Admin fee / account holder | $62 | $6,216-99.0% | $5,650-98.9% | $13,398-99.5% |