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 | $57,315 | $115,770-50.5% | $101,248-43.4% | $158,922-63.9% |
| Participation rate | 81.0% | 79.4%+1.6pp | 75.8%+5.1pp | 82.0%-1.0pp |
| Annual return | 0.00% | 56.14%-56.1pp | 46.47%-46.5pp | 302.83%-302.8pp |
| Employer contribution / active EE | $2,195 | $4,175-47.4% | $3,660-40.0% | $4,761-53.9% |
| Participant deferral / active EE | $3,808 | $4,957-23.2% | $4,370-12.9% | $5,982-36.3% |
| Admin fee / account holder | $15 | $7,245-99.8% | $5,945-99.8% | $11,246-99.9% |