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 | $73,515-100.0% | $62,995-100.0% | $147,584-100.0% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.8%-74.8pp | 82.8%-82.8pp |
| Annual return | 13.73% | 175.43%-161.7pp | 87.57%-73.8pp | 578.55%-564.8pp |
| Employer contribution / active EE | $10,715 | $3,320+222.7% | $2,759+288.4% | $4,876+119.7% |
| Participant deferral / active EE | $14,904 | $4,185+256.1% | $3,329+347.7% | $5,439+174.0% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |