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 10-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 | $0 | $88,751-100.0% | $81,812-100.0% | $145,922-100.0% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.3%-72.3pp | 80.3%-80.3pp |
| Annual return | 13.17% | 1025.40%-1012.2pp | 773.79%-760.6pp | 561.29%-548.1pp |
| Employer contribution / active EE | $10,935 | $3,083+254.7% | $2,912+275.5% | $4,660+134.7% |
| Participant deferral / active EE | $7,774 | $4,643+67.4% | $4,319+80.0% | $6,688+16.2% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |