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 | $669,896-100.0% | $566,370-100.0% | $669,896-100.0% |
| Participation rate | 0.0% | 90.5%-90.5pp | 100.0%-100.0pp | 90.5%-90.5pp |
| Annual return | 11.90% | 11.25%+0.6pp | 3.50%+8.4pp | 11.25%+0.6pp |
| Employer contribution / active EE | $8,703 | $23,407-62.8% | $15,679-44.5% | $23,407-62.8% |
| Participant deferral / active EE | $5,027 | $8,339-39.7% | $6,205-19.0% | $8,339-39.7% |
| Admin fee / account holder | $0 | $52,310-100.0% | $4,730-100.0% | $52,310-100.0% |