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 | $49,963 | $152,509-67.2% | $117,472-57.5% | $134,475-62.8% |
| Participation rate | 77.8% | 77.1%+0.7pp | 70.6%+7.2pp | 81.2%-3.4pp |
| Annual return | -1.40% | 52.99%-54.4pp | 29.74%-31.1pp | 417.96%-419.4pp |
| Employer contribution / active EE | $4,175 | $5,571-25.1% | $4,1760% | $4,740-11.9% |
| Participant deferral / active EE | $9,769 | $4,818+102.8% | $4,070+140.0% | $6,400+52.7% |
| Admin fee / account holder | $18 | $7,004-99.7% | $5,645-99.7% | $11,426-99.8% |