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 | $190,805-100.0% | $159,960-100.0% | $134,475-100.0% |
| Participation rate | 0.0% | 81.9%-81.9pp | 78.0%-78.0pp | 81.2%-81.2pp |
| Annual return | -17.13% | 552.23%-569.4pp | 408.60%-425.7pp | 417.96%-435.1pp |
| Employer contribution / active EE | $12,500 | $4,995+150.2% | $4,226+195.8% | $4,740+163.7% |
| Participant deferral / active EE | $26,000 | $6,923+275.6% | $6,182+320.5% | $6,400+306.3% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |