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 | $17,806 | $96,635-81.6% | $86,612-79.4% | $139,434-87.2% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 20.96% | 106.41%-85.5pp | 591.07%-570.1pp | 372.94%-352.0pp |
| Employer contribution / active EE | $2,238 | $3,263-31.4% | $3,022-26.0% | $4,751-52.9% |
| Participant deferral / active EE | $2,536 | $4,836-47.6% | $4,438-42.9% | $6,710-62.2% |
| Admin fee / account holder | $272 | $6,408-95.8% | $5,614-95.2% | $11,403-97.6% |