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 | $232,540-100.0% | $185,117-100.0% | $147,584-100.0% |
| Participation rate | 0.0% | 82.4%-82.4pp | 77.3%-77.3pp | 82.8%-82.8pp |
| Annual return | 9.42% | 43.03%-33.6pp | 40.50%-31.1pp | 578.55%-569.1pp |
| Employer contribution / active EE | $12,000 | $5,195+131.0% | $4,182+187.0% | $4,876+146.1% |
| Participant deferral / active EE | $24,000 | $5,834+311.4% | $5,045+375.7% | $5,439+341.3% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |