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 | $52,220 | $95,862-45.5% | $79,550-34.4% | $134,475-61.2% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -4.19% | -2.69%-1.5pp | 0.16%-4.4pp | 417.96%-422.2pp |
| Employer contribution / active EE | $10,327 | $3,128+230.1% | $2,413+328.0% | $4,740+117.9% |
| Participant deferral / active EE | $10,504 | $4,693+123.8% | $3,985+163.6% | $6,400+64.1% |
| Admin fee / account holder | $78 | $9,126-99.1% | $6,832-98.9% | $11,426-99.3% |