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 5-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 | $23,898 | $111,724-78.6% | $93,606-74.5% | $145,922-83.6% |
| Participation rate | 81.8% | 74.2%+7.6pp | 68.7%+13.1pp | 80.3%+1.5pp |
| Annual return | 20.77% | 202.98%-182.2pp | 133.20%-112.4pp | 561.29%-540.5pp |
| Employer contribution / active EE | $2,510 | $3,090-18.8% | $2,420+3.7% | $4,660-46.1% |
| Participant deferral / active EE | $10,977 | $4,912+123.5% | $4,411+148.8% | $6,688+64.1% |
| Admin fee / account holder | $105 | $10,250-99.0% | $8,285-98.7% | $13,397-99.2% |