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 | $46,910 | $115,770-59.5% | $101,248-53.7% | $158,922-70.5% |
| Participation rate | 86.4% | 79.4%+7.0pp | 75.8%+10.6pp | 82.0%+4.4pp |
| Annual return | 16.90% | 56.14%-39.2pp | 46.47%-29.6pp | 302.83%-285.9pp |
| Employer contribution / active EE | $2,087 | $4,175-50.0% | $3,660-43.0% | $4,761-56.2% |
| Participant deferral / active EE | $4,745 | $4,957-4.3% | $4,370+8.6% | $5,982-20.7% |
| Admin fee / account holder | $12 | $7,245-99.8% | $5,945-99.8% | $11,246-99.9% |