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 | $101,069-100.0% | $81,478-100.0% | $147,584-100.0% |
| Participation rate | 0.0% | 74.5%-74.5pp | 68.0%-68.0pp | 82.8%-82.8pp |
| Annual return | 16.44% | 32.40%-16.0pp | 38.78%-22.3pp | 578.55%-562.1pp |
| Employer contribution / active EE | $0 | $3,205-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $26,900 | $4,242+534.2% | $3,537+660.6% | $5,439+394.6% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |