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 9-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 | $53,596-100.0% | $90,645-100.0% | $64,186-100.0% |
| Participation rate | 0.0% | 64.5%-64.5pp | 74.0%-74.0pp | 69.6%-69.6pp |
| Annual return | 6.34% | 4.41%+1.9pp | 1.88%+4.5pp | 7.63%-1.3pp |
| Employer contribution / active EE | $610 | $1,503-59.4% | $2,532-75.9% | $2,381-74.4% |
| Participant deferral / active EE | $0 | $2,459-100.0% | $3,425-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $3,868-100.0% | $4,994-100.0% | $4,888-100.0% |