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 | $72,400-100.0% | $67,502-100.0% | $145,922-100.0% |
| Participation rate | 0.0% | 76.9%-76.9pp | 72.9%-72.9pp | 80.3%-80.3pp |
| Annual return | 13.95% | 7182.46%-7168.5pp | 3512.12%-3498.2pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,186 | $3,069-61.4% | $2,731-56.6% | $4,660-74.6% |
| Participant deferral / active EE | $1,185 | $4,783-75.2% | $4,000-70.4% | $6,688-82.3% |
| Admin fee / account holder | $0 | $5,539-100.0% | $3,998-100.0% | $13,397-100.0% |