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 9-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 | $49,060 | $97,044-49.4% | $83,333-41.1% | $135,375-63.8% |
| Participation rate | 77.3% | 80.4%-3.1pp | 77.8%-0.5pp | 82.6%-5.4pp |
| Annual return | -7.59% | 12.31%-19.9pp | 10.63%-18.2pp | 519.73%-527.3pp |
| Employer contribution / active EE | $1,931 | $4,143-53.4% | $3,379-42.9% | $4,779-59.6% |
| Participant deferral / active EE | $3,328 | $5,964-44.2% | $5,565-40.2% | $5,609-40.7% |
| Admin fee / account holder | $5 | $8,380-99.9% | $7,510-99.9% | $10,827-100.0% |