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 | $217,402-100.0% | $185,823-100.0% | $167,490-100.0% |
| Participation rate | 0.0% | 86.0%-86.0pp | 81.7%-81.7pp | 82.1%-82.1pp |
| Annual return | 16.98% | 148.36%-131.4pp | 122.05%-105.1pp | 478.56%-461.6pp |
| Employer contribution / active EE | $6,232 | $5,873+6.1% | $5,167+20.6% | $4,837+28.8% |
| Participant deferral / active EE | $4,759 | $6,356-25.1% | $5,568-14.5% | $6,341-25.0% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |