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 | $447,575-100.0% | $442,758-100.0% | $581,964-100.0% |
| Participation rate | 0.0% | 86.9%-86.9pp | 85.0%-85.0pp | 87.9%-87.9pp |
| Annual return | 7.47% | 60.52%-53.1pp | 57.90%-50.4pp | 19.66%-12.2pp |
| Employer contribution / active EE | $9,420 | $19,373-51.4% | $20,141-53.2% | $21,011-55.2% |
| Participant deferral / active EE | $0 | $16,986-100.0% | $16,285-100.0% | $8,361-100.0% |
| Admin fee / account holder | $0 | $9,225-100.0% | $9,773-100.0% | $49,887-100.0% |